Financial Advisor

Overview

We are seeking a motivated and client-focused Financial Advisor to join our growing team. This is an excellent opportunity for an experienced professional to provide high-quality, compliant financial advice while building long-term client relationships.

Key Responsibilities

• Provide tailored financial advice across pensions, investments, and protection products
• Conduct detailed fact-finds to assess clients’ financial needs and objectives
• Develop and implement suitable financial plans
• Maintain accurate and compliant client records in line with FCA regulations
• Build and maintain strong, long-lasting client relationships
• Keep up to date with market trends and regulatory changes

Requirements

• Diploma in Regulated Financial Planning (DipPFS) or equivalent (essential)
• Proven experience in a Financial Advisor or similar role
• Strong knowledge of UK financial services and FCA regulations
• Excellent communication and interpersonal skills
• Ability to manage and grow a client portfolio
• Self-motivated with a results-driven approach

Desirable

• Chartered Financial Planner status or working towards it
• Experience with high-net-worth clients
• Existing client bank

What We Offer

• Competitive basic salary with uncapped earning potential
• Flexible working options
• Ongoing training and professional development
• Supportive and collaborative team environment
• Opportunities for career progression

#J-18808-Ljbffr…