Financial Consultant - Remote

Posted Yesterday

Finance / Legal

Full Time

United Kingdom

Relationship Management

Overview

aberdeen Financial Planning & Advice Ltd is focused on achieving the best possible outcomes for clients through expert financial planning and advice services.

In Short

Role for experienced Paraplanners or Advisers interested in client service.
Combines advice delivery with paraplanning and suitability report writing.
Work with an established portfolio of clients.
Remote delivery of advice.
Competitive salary and benefits.
Part of the financial planning team at aberdeen.
Focus on building and maintaining client relationships.
High quality financial planning and paraplanning responsibilities.
Opportunity to help clients plan for their financial futures.
Located in the UK.

Requirements

Level 4 qualified Paraplanner or Adviser.
Passionate about client service.
Experience in financial planning and advice.
Ability to write suitability reports.
Strong relationship management skills.

Benefits

Competitive salary.
Comprehensive benefits package.
Remote working flexibility.
Supportive team environment.
Opportunity for professional growth.

I.I

interactive investor

Interactive Investor is a financial services company that focuses on providing comprehensive financial planning and advice to clients across the UK. With a commitment to achieving the best possible outcomes for clients, the company emphasizes the importance of timely and appropriate advice in helping individuals manage their wealth effectively. As part of its offerings, Interactive Investor, through its subsidiary Aberdeen Financial Planning & Advice Ltd, provides digital investing products and services designed to assist clients in planning for their financial futures. The company values strong client relationships and aims to deliver high-quality financial planning and paraplanning services.

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I.I

interactive investor

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