Overview

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is a strategic priority to attract and retain the industry’s best talent. Our people put stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand, supported by leading technology and talent.

About The Business

• Interactive Investor (ii): the UK’s second largest direct-to-consumer investment platform, enabling individuals in the UK to plan, save, and invest in the way that works for them.
• Adviser business: provides financial planning solutions and technology for UK financial advisers, enabling them to create value for customers.
• Investments business: a specialist asset manager focusing on areas of strength and scale to capitalise on key market themes through public markets or alternative asset classes.

About The Role

The UK Wealth & Distribution (UKW) UK Retail team works in partnership with the UK Distribution Business Development Directors and Associate Business Development Directors by providing a proactive sales service to financial advisers, platforms, sales colleagues in the Adviser Business, and external third-party/life company providers. The appointed area can be changed as the business requires.

Key Responsibilities

• Conduct 80 meaningful client contacts per month with full Salesforce notes written up in a timely fashion.
• Utilise tools such as Financial Clarity to generate and maintain client analysis, monitor trends, and contribute to strategy positioning and future product development/distribution strategy.
• Actively seek account intelligence from every adviser/client interaction to support an effective distribution approach.
• Build a pipeline of sales opportunities and manage these opportunities within Salesforce.
• Act as a focal point of contact for Aberdeen Investments mutual fund queries from clients in this channel.
• Assist in preparing for adviser client meetings by providing pre-meeting notes and presentation material.
• Collaborate with Marketing and Investment teams to ensure collateral production meets the UKW team’s needs.
• Represent Aberdeen Investments at events, conferences, and seminars to cultivate relationships with clients and identify new business opportunities.
• Provide timely and relevant investment information to targeted panels (e.g., product launches, ongoing changes to products, and campaigns).
• Provide proactive support to panels for campaigns and road shows, and work with other UK Retail team members to support national account roadshows.
• Build relationships with targeted panels, providing ongoing dedicated contact to ensure frequent updates on investment products, funds, market trends and competitor performance.
• Consume Duty & Treating Customers Fairly (TCF) obligations; assess fulfilment of customer needs and expectations in line with our TCF philosophy and Consumer Duty obligations.

About The Candidate

• Knowledge of the Adviser Industry – products, platforms and regulations.
• Knowledge of Wealth Management, the DFM Industry, and Multi-Asset portfolio solutions.
• Excellent communication and sales skills.
• Excellent track record in maintaining relationships with individuals at all levels.
• Previous use of Salesforce or equivalent CRM preferred.
• IMC or similar industry qualifications preferred.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply, please notify us by completing the relevant section in our candidate questionnaire. A team member will reach out to support you through your application process.

Our Benefits

There’s more to working life than a good salary. We offer an environment where you can learn, get involved, and feel supported. Our rewards include 40 days of annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare, and a range of flexible benefits—gym discounts, season ticket loans, and access to an employee discount portal. Read more about our benefits here.

Our Business & Inclusive Working

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct growth vectors focused on client needs. We’ve adopted a blended working approach, combining face-to-face collaboration, coaching, and the flexibility of working from home. We are committed to an inclusive culture where diverse perspectives drive our actions. If you need assistance with your application or an adjustment to interview arrangements (e.g., due to neurodiversity or a disability), please let us know and we’ll help. We define diversity broadly and value meritocracy, fairness, and transparency. We welcome enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.