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- Tasks: Provide tailored financial advice to high-net-worth clients and manage existing portfolios.
- Company: Reputable wealth management firm with a focus on client relationships.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Level 4 qualified with at least 12-18 months of client-facing experience.
- Other info: Dynamic office environment with strong networking opportunities.
The predicted salary is between 43000 - 57000 £ per year.
£50,000 to £65,000 plus benefits and bonus
Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.
You will be responsible for:
- Providing advice across the full spectrum of financial planning
- Inherit and service an existing client bank including review work
- Dealing with new business leads
- Generating revenue through other networking and referrals
Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.
Financial Planner in Aberdeen employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Aberdeen
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and advisors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly articulate your value as a financial planner. Highlight your experience, qualifications, and what makes you unique. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, send a quick thank-you email. It shows your professionalism and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities for financial planners like you. By applying directly, you’ll have a better chance of getting noticed by hiring managers who are looking for talent just like yours. Don’t miss out!
We think you need these skills to ace Financial Planner in Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in wealth management and client-facing roles, and don’t forget to mention your Level 4 qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills align with our needs. Keep it concise but impactful.
Showcase Your Client Experience: Since this role involves servicing an existing client bank, be sure to showcase any previous client management experience. Talk about how you've successfully built relationships and generated revenue.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement, investments, IHT, and Trusts. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Management Skills
Since you'll be inheriting and servicing an existing client bank, prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to build trust and provide tailored advice, as this is crucial for HNW clients.
✨Demonstrate Your Networking Prowess
Think about how you've generated leads and referrals in previous roles. Be ready to share specific strategies you've used to expand your network and how these have contributed to revenue generation. This will show that you're proactive and results-driven.
✨Be Office-Ready
Since most meetings are conducted in the office, convey your enthusiasm for being part of a team environment. Discuss how you thrive in collaborative settings and how you plan to contribute to the team's success while also managing your own client portfolio.
