Financial Planner

Salary up to £45,000 + Commission and BenefitsThe opportunity

We are looking for a financial adviser 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 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

What will you need to succeed?

You will be a great fit if you are:

• Level 4 Diploma (DipFA / DipPFS / equivalent) qualified - Essential
• Chartered or working towards - Desirable
• Experienced in regulated financial advice (even if you’ve taken a career break)
• Strong at building rapport and understanding client needs
• Ethical, client-focused, and aligned to positive consumer outcomes
• Comfortable working part-time and managing your workflow independently
• Tech-savvy enough to use modern CRM and planning tools

Why us?

Our mission, in a nutshell – to help clients live the life that matters to them, without ever running out of money. We help clients understand how much money is enough, for them, and provide REAL wealth management.

In a rapidly changing world, we bring a renewed focus to delivering a meaningful & valued service to our clients.