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Everything we do at aberdeen Financial Planning & Advice Ltd 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 in helping our clients achieve their goals.
aberdeen Financial Planning & Advice Ltd now forms part of interactive investor.
Purpose of the role
This is a critical role in the leadership and day to day management of aberdeen Financial Planning's Financial Advisers and will look to drive the growth of our business through local business development activities and supporting national strategic opportunities
Requirements:
You will be responsible for all key aspects of adviser performance, development and engagement, including:
- Leading, directing and engaging people around our purpose, behaviours and outcomes required, creating a positive client focused culture
- Recruitment, retention and growth of our people
- Maintenance of competence and performance management of team
- T&C observed activities and appropriate supervisory oversight, supported by the T&C oversight team
- Advice process adherence and influencing continuous improvement
- Support key Local and national projects and objectives as required
- Maintain CAS status and advise a small, discreet portfolio of HNW clients
Other responsibilities will include:
- Creating & maintaining a customer focused culture, delivering good client outcomes and constantly improving the client experience Delivering consistently to client service levels across the team
- Leading and developing the team – improving colleague experience, creating a team culture aligned with aberdeen
- Creating and delivering a comprehensive business plan for the team, aligned to National objectives and our Financial Planning Strategic ambition
- This includes developing and performing a range of ‘take to market’ strategies to drive new business opportunity and growth
- Helping to maximise opportunity across all revenue lines in aberdeen FPAL Ltd
- Building brand and reputation locally and nationally, with well-developed business networks
- Meeting target business results including revenue, costs, growth in assets and client fees
- Provide effective supervisory oversight – identifying, managing and mitigating all key risks in the advice function, and have appropriate and up to date action and development plans in place
- Ensure CPD Requirements are met across the Region and maintenance of professional standing
- Work with Operations and Compliance to ensure appropriate MI and trend analysis to ensure effective oversight and management control and interventions
- Support and lead local and national projects and business development work, and deputise for the Head of Business Unit as required
Skills & Experience:
- Educated to degree level or equivalent this would have to include a level 4 qualification in line with planners and current supervisors
- Significant experience in leading & supervising advisers in a wealth or advice environment
- Strong communications skills
- Commercially adept with a business development track record
- Good understanding of Financial Planning, technical knowledge of pensions, investment, estate planning, protection
- Knowledge of the regulatory framework as it impacts a retail advisory business
- Understanding of the advisory sector and an established network of relationships
- Experienced in problem-solving and analytical skills (including financial analysis)
- Highly effective written and verbal communication skills
- Excellent time management and delegation
- Clear demonstration of people development
