Job description
A brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser.
You will work closely with the partners and give financial advice to their current client bank.
You will receive full back office support and paraplanning services.
You will be responsible for:
1. Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations
2. Identify and establish contact with potential clients
3. Work collaboratively with the supporting team
4. Gather and analyse information required to provide financial planning advice
5. Review client's circumstances regularly in adherence with internal procedures and make appropriate recommendations
6. Complete all administration in a timely and accurate manner in line with the guidelines
7. Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules
8. Create and maintain appropriate business relationships.
9. Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others
10. Up to date knowledge of FCA Regulations
11. Excellent interpersonal and client servicing skills
In return you will receive a generous basic salary and bonus package.