Chartered Financial Planner and Associate Financial Planner
Our client, a National Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team across the country. Particularly in Northern regions and Aberdeen, but there are opportunities throughout Scotland for the right individual. Their requirements are for Financial Planners and Associate Financial Advisers to be a part of the growth plans and current increase in business - either office or ad-hoc based in their close knit teams. For Financial Advisers, they are open to individuals with or without a client base but (Chartered or close to it ideally) with experience in complex work and high net worth work. You'll be closely aligned to their ethics and approach to holistic financial plannning across pensions and investments, maintain and develop long lasting relations. With a professional and manner, business development and client book growth would come naturally - their increasing brand name plus ongoing enquiries mean there is plenty of work to be managed. They would also provide a safe and secure home for advisers with clients to transfer. Associate Financial Planners will be intellectual perhaps with a technical background in Paraplanning, driven, motivated and ambitious, wanting to have the opportunity to progress and develop, perhaps being held back by their current company. They can also provide CAS status if needed but their clear Adviser development strategy would ensure you become the best you can be. For both roles, there would be some of the industry's best Paraplanners and Client Support along with an experienced, knowledgeable and supportive management team to ensure that you are left to what you do best. They offer an attractive salary and bonus, benefits working with industry leading professionals well regarded in the industry. Please get in touch to discuss these unique opportunities confidentially with Alison Curran - 01315501125. Or send your CV/apply now as they are keen to ensure work volumes are managed for their clients and are eager to speak to individuals about their proposition as soon as possible.