Financial Adviser

If you're a qualified adviser who thrives on building lasting client relationships and delivering practical, tailored financial planning advice, this could be the ideal next step. This is an opportunity to work in a respected advisory firm where client service and integrity are central to everything they do.

• Providing regulated financial advice to both new and existing clients across pensions, investments, savings, and protection.
• Conducting in-depth fact-finding meetings, writing financial planning reports, and presenting recommendations in a clear, client-focused manner.
• Maintaining a schedule of regular client reviews and ensuring timely follow-up actions.
• Working collaboratively with the administration team to ensure accurate preparation and follow-up of reviews and suitability reports.
• Monitoring and managing the department's performance, including the preparation of quarterly board reports.
• Overseeing and guiding administration staff, ensuring internal procedures remain up to date and fit for purpose.
• Reviewing investment platforms and providers and contributing to the internal investment committee.
• Supporting business development activities, including asking for referrals, following up marketing campaigns, and identifying new planning opportunities.
• Maintaining all CPD and professional qualifications in line with industry standards.

The ideal candidate will hold a Level 4 qualification in financial planning, which is essential for this role. Candidates should ideally be qualified through the Chartered Insurance Institute (CII) to Level 4 and hold the DipPFS designation (Diploma in Regulated Financial Planning), or alternatively, hold the DipFA qualification awarded by the London Institute of Banking & Finance (LIBF). Other Level 4 qualifications may be considered, provided they meet regulatory requirements for delivering financial advice.

Substantial experience in advising clients on pensions, investments, and financial protection is expected. A proactive, relationship-led approach and the ability to communicate complex information in a clear, reassuring manner are essential. Strong attention to detail, excellent organisational skills, and the ability to work both independently and within a team environment will ensure success in this role.

For a full job description or further information on this role please call 711188, or email  If you wish to apply for this role, please submit your CV via the Apply Now button below.