Part-Time Wealth Adviser: Flexible Hours & Client Focus

The Openwork Partnership; Aberdeen City; Hybrid; GBP 35,000 - GBP 45,000; Part time

Job summary

A financial advisory firm in Aberdeen seeks a part-time Wealth Adviser to join their team. The role is tailored for qualified advisers looking for flexible hours and a supportive environment. Responsibilities include providing regulated financial advice, managing client portfolios, and building long-term relationships. Ideal candidates should have experience in financial advice, strong rapport-building skills, and a desire to prioritize client needs. A collaborative culture and admin support are provided, offering an excellent opportunity to grow within the firm.

Benefits

Flexible part-time hours

Supportive environment for returners

Access to training and compliance support

Admin and paraplanning support

Competitive salary and bonus structure

Qualifications

• Qualified Financial Adviser with integrity and professionalism.
• Experienced in regulated financial advice, even after a career break.
• Strong ability to understand client needs and build trust.

Responsibilities

• Provide regulated financial advice across investments and pensions.
• Manage a portfolio of clients with a high standard of compliance.
• Conduct client reviews and produce compliant recommendations.

Skills

Building rapport with clients

Regulated financial advice

Client relationship management

Tech-savvy with CRM tools

Education

Chartered or working towards

Tools

Modern CRM tools

Job description

A financial advisory firm in Aberdeen seeks a part-time Wealth Adviser to join their team. The role is tailored for qualified advisers looking for flexible hours and a supportive environment. Responsibilities include providing regulated financial advice, managing client portfolios, and building long-term relationships. Ideal candidates should have experience in financial advice, strong rapport-building skills, and a desire to prioritize client needs. A collaborative culture and admin support are provided, offering an excellent opportunity to grow within the firm.