Financial Adviser

This is a self generating opportunity for either an Employed or Self Employed adviser.

Based in Aberdeenshire, Scotland and Due to the rural nature of the area, the successful candidate will need to within commutable distance to the office and be comfortable travelling to meet clients and hold a full driving licence.

What's in it for you?

• Self-Employed and Employed Adviser positions available, generating own business
• £45,000 - £55,000 basic salary for employed candidates with the potential to progress into Wealth Advice and become a long-term addition to the business.
  • 33 days annual leave (including public holidays)
  • 5% employer pension contribution
  • Life insurance
  • Bonus and commission structure to be discussed alongside employed options
• Admin support offered
• Access to learning and development opportunities
• Opportunity to transition from Mortgage Advice into Wealth Advice.
• Rural client-facing role offering significant autonomy and relationship-building opportunities

Your responsibilities will include

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm and chartered mentorship
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base