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Financial Adviser jobs in Stonehaven

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    • As an IFA, you will be responsible for providing comprehensive financial planning advice to clients, ensuring they achieve their financial goals through…
    • Training provided — no prior financial services experience required.
    • Work in one of the UK’s most respected financial services firms, part of the award-winning…
    • Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • View all RSM UK jobs - Aberdeen jobs - Associate Director jobs in Aberdeen
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    • Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • Demonstrated experience as a financial adviser.
    • As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our…
    • Appointments are pre-qualified for the adviser in this role.
    • Adhere to the relevant compliance, TCF, T&C, financial crime (anti-money laundering, data security,…
    • A good understanding of UK financial reporting requirements.
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools,…
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • We prioritise providing competitive benefit plans to meet yours and your family’s physical, mental, financial, and social needs.
    • For This Role, You will Need:
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
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Job Post Details

IFA - job post

Eden Scott
2.3 out of 5 stars
Aberdeen AB11 6DA•Hybrid work
£65,000 - £85,000 a year - Permanent, Full-time

Job details

Pay

  • £65,000 - £85,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • Monday to Friday

Location

Aberdeen AB11 6DA•Hybrid work

Benefits
Pulled from the full job description

    Full job description

    Job Overview
    Our client is seeking a dedicated Independent Financial Adviser (IFA) to join their dynamic team. The ideal candidate will possess a strong background in financial services and demonstrate exceptional communication skills. As an IFA, you will be responsible for providing comprehensive financial planning advice to clients, ensuring they achieve their financial goals through tailored solutions. This role requires a blend of customer service expertise, organisational skills, and the ability to work effectively within a fast-paced environment.

    Responsibilities

    • Conduct thorough assessments of clients' financial situations and needs.
    • Develop personalised financial plans that align with clients' objectives.
    • Communicate effectively with clients to explain complex financial concepts in an understandable manner.
    • Prepare detailed reports and documentation to support financial recommendations.
    • Maintain accurate records of client interactions and transactions using appropriate IT systems.
    • Provide ongoing support and advice to clients as their financial circumstances change.
    • Stay updated on industry trends and regulatory changes affecting financial services.
    • Collaborate with colleagues to enhance service delivery and client satisfaction.

    Requirements

    • Proven experience in an Advisory role.
    • Strong knowledge of financial planning principles and practices.
    • Excellent communication skills, both verbal and written, with the ability to build rapport with clients.
    • Proficiency in report writing and utilisation of Microsoft Word for documentation purposes.
    • Exceptional customer service skills with a focus on client satisfaction.
    • Highly organised with strong time management abilities to handle multiple tasks efficiently.
    • Competence in IT systems relevant to the role, including CRM software and financial planning tools.

    If you are passionate about helping clients achieve their financial aspirations and possess the necessary skills, we encourage you to apply for this exciting opportunity as an Independent Financial Adviser (IFA).

    Job Types: Full-time, Permanent

    Pay: £65,000.00-£85,000.00 per year

    Additional pay:

    • Bonus scheme
    • Yearly bonus

    Benefits:

    • Company pension
    • Free parking
    • On-site parking
    • Work from home

    Schedule:

    • Monday to Friday

    Experience:

    • IFA: 1 year (required)

    Language:

    • English (required)

    Work authorisation:

    • United Kingdom (required)

    Work Location: Hybrid remote in Aberdeen AB11 6DA

    Reference ID: NJ/IFA

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