Independent Financial Adviser

Date Posted: 11/08/2021

Location: Aberdeen

Job Description

Position Type: Full Time / Permanent

Aberdein Considine are looking for an experienced Independent Financial Adviser to join our busy team in Aberdeen. The ideal candidate will be responsible for providing independent financial advice to clients in a professional and compliant manner.

KEY RESPONSIBILITIES
  • Management of existing clients in accordance with the firm’s business plan and procedure
  • Provide ongoing service to an existing client bank
  • Build on existing client bank by adding new clients from a variety of resources
  • Ensure suitable recommendations are made to existing and new clients
  • Exhibit compliant behaviour at all times and maintain firm procedures when dealing with existing and new clients
  • Ensure a current Statement of Professional Standing (SPS) is held at all times
  • Attain and maintain level of competence, performance and compliance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately

Requirements

QUALIFICATIONS
Essential
  • The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
  • Experience in a previous Financial Adviser role- 2 years qualified as an absolute minimum
Desirable
  • Working towards Chartered Financial Planner status
SKILLS AND EXPERIENCE
Essential
  • Experience of working within the financial sector
KNOWLEDGE
Essential
  • The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
  • Detailed knowledge and understanding of the compliance procedures including record keeping requirements
Employed and self-employed positions available.


How Do I Apply?

Online: Application Form

Download: Application Form

E-mail: recruitment@acandco.com

Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN