Senior Financial Planner

Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

abrdn Financial Planning Ltd helps people throughout the UK plan for their financial futures with our financial planning and advice services, and digital investing products. Everything we do at is designed with our clients in mind.

We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals.

We currently have an exciting opportunity for a Senior Financial Planner to join us and help execute the delivery of the Regional Business plan through great planning and service to clients.

Client coverage for this role will be predominantly in the Gloucestershire, Worcestershire and Oxfordshire area.

Reporting to either the Regional Director or Managing Director, key outcomes and responsibilities will include:

• Managing a smaller portfolio of clients with more complex needs while building their portfolio, delivering high quality financial planning and achieving the required quality standards on a consistent basis.

• Target and win new clients for abrdn Financial Planning Ltd in our chosen markets while proactively delivering an excellent client experience and adding value for existent clients.

• Proactively lead own and team’s personal and technical knowledge, including investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.

• Build on and further develop a network across their area to help identify and convert new client and revenue opportunities as well as raise our Financial Planning profile in the marketplace.

• In conjunction with the para-planning function, research, analyse and prepare technical reports for clients relevant to their specific goals.

• Be a member and/or regular participant of key local business forums, build and deepen strong personal and business connections and create value for the business.

• Identify areas for improvement and appropriately support or lead improvement implementation.

• Secure client commitment to initial and on-going financial planning services, and hence securing and growing assets under advice and revenues.

• Develop and own relationships with clients, introducing colleagues to help connect the client to the firm and brand.

• No line management responsibilities but supports other colleagues and is a role model in both behaviour and technical practice

Minimum candidate requirements:

• Holds a Level 4 qualification, progressing to level L6 qualification.

• Proven experience in handling a smaller portfolio of high value clients with complex needs with an average advice fee revenue per client of typically around £5,000 per annum, and new fees contributing at least 10% of their revenue book.

• Strong understanding of financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered, recognising when to step away from client and pass cases to Financial Planners.

• Excellent knowledge of the markets, competitors, products, services, trends, impacting forces and factors that make up the industries which abrdn operates in.

• Good influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions.

• Well networked, with well developed professional connections in the local region and strong business development activity.

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to submit an application to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

Our Benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join abrdn Financial Planning, your reward will be one of the best around. This includes 40 days’ annual leave, a 9% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.