_{18th March, 2025}

Independent Financial Planner - Aberdeen

About the Role

As an Independent Financial Planner, you will play a crucial role in providing expert financial advice to both existing and new clients. This practice prides itself on delivering exceptional service and tailored solutions to meet their clients' lifestyle goals and financial needs. You will work in a dynamic and supportive environment, where your contributions will be valued and rewarded.

Day-to-Day Duties

• Proactively identifying contact with new clients and building relationships.
• Assisting in maintaining existing client relationships
• Provision of guidance on retirement planning, accessing funds at retirement, investments, savings and protection.
• Gathering and analysing information required to provide bespoke financial planning advice in line with fact find, client goals and attitude to risk
• Reviewing clients' circumstances regularly and making appropriate recommendations
• Demonstrating sound technical knowledge of pensions, investments, and taxation, including estate planning
• Maintaining up-to-date knowledge of FCA Regulations
• Demonstrating excellent interpersonal and client servicing skills

Requirements

• The Level 4 Diploma in Financial Planning (DipPFS) or equivalent
• Experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations
• Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options
• Excellent communication and interpersonal skills to build trust and rapport with clients
• Analytical mindset and attention to detail
• Ability to work independently, managing client relationships and delivering high-quality financial advice
• Strong ethical standards and a commitment to acting in the best interests of clients

If you are an experienced Financial Planner with a passion for delivering ‘top-notch’ advice and building lasting client relationships, we would love to hear from you. Apply now and take the next step in your career. 

Contact us via jenny @ tempestjones . com


IFA, Independent Financial Adviser, Financial Advisor, Wealth Consultant, Financial Planner, Aberdeen, Aberdeenshire, Financial Adviser.

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