Independent Financial Adviser

Date Posted: 26/11/2019

Location: Aberdeen

Job Description

Position Type: Full Time/ Permanent 

Aberdein Considine are looking for an 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 compliant manner as detailed in the Firms’ compliance manual and procedures. 

KEY RESPONSIBILITIES

·         Prospect / contact potential clients in accordance with the firm’s business plan / supervisor’s guidance

·         Ensure sufficient client information obtained and analyse information gathered

·         Undertake sufficient product and market research

·         Ensure suitable recommendations are made

·         Ensure all supporting documentation is maintained

·         Ensure a current, in date Statement of Professional Standing (SPS) is held at all times

·         Attain and maintain level of competence as required by the firm

·         Maintain all standards of performance 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 Adviser role

 
Desirable

·         Working towards Chartered Financial Planner status

SKILLS AND EXPERIENCE

Essential

·         Working within the financial sector

·         Experience as an Independent Financial Adviser

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

 


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