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Financial Adviser, Fill client bank to manage

Job description

Position: Financial Planner, £30m of FUM to inherit from a retiring adviser

Package: £55,000, £7.5k car allowance, excellent bonus structure, pension and other benefits including share save scheme

Location: Aberdeen

This opportunity is taking over from a retiring Financial Adviser who will be sticking around to support you with a full hand over. There is circa £30m of FUM with around 100 long term and established client relationships ready for you to pick up. Not only that, you will be introduced to many of his existing professional introducers.

The clients are predominantly located within Aberdeen and some over the central belt of Scotland. You will have full autonomy over your diary and have the ability to work from home or their offices, the choice is yours. Full admin and paraplanning support will be provided.

The successful Financial Adviser or Financial Planner, will have a client centric approach, solid experience across all areas of advice (ideally strong investment knowledge) and be pro-active in taking the client bank to the next level i.e. exploring wider family needs from the existing client bank, following up with client referrals and developing the existing professional connection relationships.

In return, you will have base salary of £55,000, £7.5k car allowance, bonus structure, pension and other benefits including a share save scheme. The bonus structure will allow you to elevate your earnings to £100k+ per annum.
Sound interesting and want to explore further, please contact Alison MacMillan for a confidential discussion.

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