Financial planner Work, Jobs in Portlethen, Abd (with Salaries)

Financial Planner
Partnership Recruitment —Mid Formartine
- £45,000 a year
- Part-time
- Hybrid work
- School
- Flexible schedule
Paraplanner
Acumen Financial Planning —Aberdeen
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

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Financial Planner

Partnership Recruitment -
Mid Formartine

Apply Now

Job details

Part-time
£45,000 a year

Benefits

Flexible schedule

Full job description

The opportunity

This is an employed role, based in Aberdeen with hybrid working options.

What's in it for you:

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 firm is looking for a part-time financial planner to join their expanding Aberdeen based business, 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. 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.

This will be a great fit for you if you:

Are a qualified Financial Planner who wants to provide proper financial planning to clients
Are initially seeking reduced or flexible hours
Are a returner to the profession looking to rebuild or rebalance their career
Value client relationships over high-volume sales
Want the support of a trusted national network with the feel of a close-knit firm.

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

Apply Now

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