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Financial Adviser jobs in Peterhead

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    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • £45,000 - £55,000 basic salary for employed candidates.
    • View all Partnership Recruitment jobs - Aberdeen jobs - Financial Advisor jobs in Aberdeen
    • Salary Search: Financial Adviser salaries in Aberdeen
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…

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Job Post Details

Financial Adviser
Partnership Recruitment
Morrison House, Aberdeen AB21 0AZ
£45,000 - £55,000 a year
Permanent
Apply on company site

Job details

£45,000 - £55,000 a year
Annual leave, Life insurance, Company pension
Permanent
Morrison House, Aberdeen AB21 0AZ

Full job description

The opportunity

Location:

Aberdeenshire - Office/Hybrid


Employment Type:

Employed or Self-Employed


The Opportunity:

  • Self-Employed and Employed Adviser positions available
  • £45,000 - £55,000 basic salary for employed candidates
  • 33 days annual leave (including public holidays)
  • 5% employer pension contribution
  • Life insurance
  • Bonus and commission structure to be discussed alongside employed options
  • Access to learning and development opportunities
  • Opportunity to transition from Mortgage Advice into Wealth Advice.
  • Rural client-facing role offering significant autonomy and relationship-building opportunities
Your Responsibilities:
  • Provide high-quality, client-focused advice aligned with individual needs and objectives
  • Analyse clients’ financial situations to determine appropriate mortgage options
  • Utilise the training and support provided by the firm and chartered mentorship
  • Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
  • Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

  • DipFA Level 4 Diploma in Financial Advice (or equivalent) qualification
  • Strong track record of sales and building strong client relationships
  • Self motivated with excellent communication skills
  • Ambitious with entrepreneurial drive to develop your business network and client portfolio
  • Good knowledge of industry regulations and compliance standards
Due to the rural nature of the area, the successful candidate will need to within commutable distance to the office and be comfortable travelling to meet clients and hold a full driving licence. This is an opportunity suitable for both experienced Financial Advisers or Mortgage Advisers with a Level 4 qualification looking to move into Wealth.

Why us?

Savant are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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