We are looking for a financial planner to join one of our Aberdeen based businesses who are expanding and looking for a part-time Financial Planner, someone who shares values of integrity, care, professionalism, and a genuine desire to help clients make confident financial decisions.
The firm provide high-quality, client-centred financial planning across wealth, retirement, investments, and protection.
What's on Offer
- Flexible part-time hours (2–4 days per week or school-hours patterns considered)
- Supportive environment ideal for advisers returning to work
- Access to The Openwork Partnership training, systems, and compliance support
- Small existing client base + leads
- Admin and paraplanning support
- Competitive salary, pro-rata bonus structure, and development opportunities
- A collaborative, respectful, and people-first culture
This role is perfect for:
- A qualified Financial Planner who wants to provide proper financial planning to clients
- Someone who is initially seeking reduced or flexible hours
- A returner to the profession looking to rebuild or rebalance their career
- Someone who values client relationships over high-volume sales
- An adviser who wants the support of a trusted national network with the feel of a close-knit firm.
You will work with an established and growing client bank, providing holistic financial planning tailored to client needs. The role includes a blend of remote and face-to-face advice, depending on the clients’ requirements.
You will be required to grow client bank based on referrals and networking.
What You’ll Do
- Provide regulated financial advice across investments, pensions, protection, IHT & Estate planning.
- Manage and grow a portfolio of clients with integrity and professionalism
- Conduct client reviews, fact-finds, suitability assessments, and produce compliant recommendations
- Maintain high standards of FCA and Consumer Duty compliance
- Build long-term relationships founded on trust, transparency, and service