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:

• Deliver comprehensive holistic financial planning and investment advice

• Develop and maintain strong client relationships

• Assess client needs and create bespoke financial strategies

• Stay up to date with regulatory requirements and market developments

• Work collaboratively with internal teams to ensure client satisfaction

• Achieve agreed performance and compliance targets Skills & Qualifications:

• Minimum 3 years' experience in financial advice

• Level 4 Diploma in Financial Planning (or equivalent) required

• Excellent communication and relationship management skills

• Strong knowledge of investment products, pensions, and protection planning

• Ability to work in a client-focused, compliant manner Benefits:

• Salary - Up to £45k but can go higher depending on experience

• Bespoke Commission scheme to suit you

• Study support for higher qualifications

• Progression is strongly supported whether further in advice, or in other areas of interest

• Holiday - 24 days + bank holidays. Closed over Christmas.

• Quarterly discretionary bonus

To apply for this Financial Advisor position, please submit your CV below.