Financial Planner

Why AC Wealth?

Join our established firm where you'll have the autonomy to build meaningful, long-term client relationships while being supported by a collaborative team. We're not just about numbers – we're about delivering exceptional outcomes and making a real difference to our clients' financial futures.

What You'll Do

Working in our Aberdeen office, serving clients in Aberdeen and across Aberdeenshire, you'll provide comprehensive, independent financial advice that truly adds value. You'll take ownership of an established client bank, conducting insightful annual reviews and helping clients navigate everything from pensions and tax planning to estate planning and investment strategies.

In addition to managing clients, you'll generate new business through referrals and business development while working alongside our paraplanning and admin teams to deliver a seamless client experience.

What We're Looking For

Essential:

• CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Proven experience as a Financial Planner
• Strong technical knowledge across holistic financial planning
• A collaborative approach and commitment to exceptional client service
• The drive to manage and grow your client relationships
• Willingness to work towards Chartered status

Desirable:

• Chartered Financial Planner status (or working towards it)

Ready to Take the Next Step?

If you're passionate about financial planning and want to join a firm that values professionalism, technical excellence, and genuine client care, we'd love to hear from you.

Email your CV to: info@acwealth.co.uk (No agencies, please)