Financial Advisor

Financial Adviser (Employed)

Salary: 50,000 + Benefits
OTE: 60,000
Start Date: Immediate

Are you an experienced Financial Adviser looking for a new opportunity with an established client base? We are seeking a professional adviser to provide expert guidance on investments, pensions, tax planning, and insurance products.

You'll work closely with an in-house team of administrators and paraplanners to service existing clients and help grow the business. This role involves a mix of telephone and face-to-face advice, delivering tailored financial solutions that meet individual client needs.

• Conduct in-depth reviews of clients' financial circumstances and future goals
• Analyse information and prepare bespoke financial plans
• Research the marketplace and recommend suitable products
• Design financial strategies and assist clients in making informed decisions
• Maintain compliance with regulatory requirements
• Build strong relationships with clients and liaise with providers

• Diploma qualified or chartered in financial planning
• Strong communication and organisational skills
• Self-motivated, numerate, and able to work independently
• Previous experience in financial advice, including investments and pensions

• Competitive salary with bonus structure
• Additional benefits based on qualifications and experience