Financial Advisor

Experienced Financial Adviser

Employment Type: Full-time

About the Role:We are looking for an experienced Financial Adviser to provide expert guidance and tailored financial solutions to new and existing clients. This role requires strong interpersonal skills and a proven ability to build long-term relationships.

Key Responsibilities:

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• Deliver comprehensive holistic financial planning and investment advice
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• Develop and maintain strong client relationships
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• Assess client needs and create bespoke financial strategies
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• Stay up to date with regulatory requirements and market developments
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• Work collaboratively with internal teams to ensure client satisfaction
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• Achieve agreed performance and compliance targets
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Skills & Qualifications:

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• Minimum 3 years’ experience in financial advice
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• Level 4 Diploma in Financial Planning (or equivalent) required
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• Excellent communication and relationship management skills
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• Strong knowledge of investment products, pensions, and protection planning
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• Ability to work in a client-focused, compliant manner
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Benefits:

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• Salary - Up to £45k but can go higher depending on experience
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• Bespoke Commission scheme to suit you
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• Study support for higher qualifications
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• Progression is strongly supported whether further in advice, or in other areas of interest
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• Holiday - 24 days + bank holidays. Closed over Christmas.
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• Quarterly discretionary bonus
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To apply for this Financial Advisor position, please submit your CV below.