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Financial Planner

Truestar Talent Ltd
Job LocationAberdeenshire
EducationNot Mentioned
Salary70,000 - 75,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Would you like to be given a High Net Worth client bank to nature and develop from a retiring IFA, with great basic and overall earnings, as well as great benefits

  • The manager of this part of the world is very down to earth and friendly - they will give you support when you want it and will trust you to get on with the job too
Are you a holistic Financial Planner, who really puts clients first
  • We have a great role for an Independent Financial Adviser who would really like an existing client bank of HNW clients provided to them to nurture existing relationships, as well as grow and develop through referrals.
  • If you enjoy working whole of market as a Financial Advisor, then this role is for you! There is excellent back office, paraplanning and compliance support - as well as excellent marketing to further develop your own brand
  • Its about living the belief of the importance of being client-centric. If you are passionate about client service and delivering clear and top quality advice to clients, then this role is for you!
  • You will be ideally work near or in Aberdeen, as this is where most of the clients will be
  • Currently all client meetings are done on Zoom, there is a view to go back out to see clients in Scotland when it feels safe to do so
  • This a company where it is really rare for roles to come up - this is a place that supports their staff and have a great reputation
People choose to stay with this company as the company has great ethics, looks after their staff in a supportive and friendly way and genuinely care about their clients
  • There are a lot of high value clients in Scotland for you to work with (as existing clients)
Are you a great Independent Financial Adviser who would love this opportunity

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