• All LocationsAll Locations:
    Scotland
  • Function:
    Openwork Network
  • The opportunity

  • This is an employed role, office based in Aberdeen.

    What's in it for you:
     
    • A supportive environment, ideal for building your career as a Financial Planner
    • Access to The Openwork Partnership training, systems, and compliance support
    • Competitive salary, bonus structure, and development opportunities
    • A collaborative, respectful, and people-first culture

    This firm is looking for a trainee financial planner to join their expanding Aberdeen based businesses.

    The firm provide high-quality, client-centred financial planning across wealth, retirement, investments, and protection. You will work with an established and growing client bank, supporting the Practice Principal with 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.
  • What will you need to succeed?

  • You will be a great fit if you are:

    • Level 4 Diploma (DipFA / DipPFS / equivalent) qualified
    • A paraplanner or technical administrator looking to move into an Adviser role
    • Strong at building rapport and understanding client needs
    • Ethical, client-focused, and aligned to positive consumer outcomes
    • Tech-savvy enough to use modern CRM and planning tools

Other jobs like this

  • All LocationsAll Locations:
    Scotland
  • Function:
    Openwork Network
  • All LocationsAll Locations:
    South West
  • Function:
    Openwork Network
  • Advertising SalarySalary Details:
    £40,000 to £60,000
  • Function:
    Openwork Network
  • All LocationsAll Locations:
    Remote - Nationwide
  • Function:
    Openwork Network
  • Advertising SalarySalary Details:
    £45,000
  • Function:
    Openwork Network
  • Advertising SalarySalary Details:
    £35,000
  • Function:
    Openwork Network
  • Function:
    Openwork Network
  • All LocationsAll Locations:
    Home Based
  • Function:
    Openwork Network
  • Function:
    Openwork Network
  • Advertising SalarySalary Details:
    £60,000 - £85,000 OTE in year one
  • Function:
    Openwork Network