Financial Consultant

Overview

Financial Advisor – Gloucestershire. Contract: Permanent. Salary: £50,000 per annum + bonuses. Location: Gloucestershire. Start Date: Flexible. Work arrangement: Home-based with occasional office attendance (approximately once per week).

Responsibilities

• Manage and service an established client bank of approximately 150 clients.
• Provide high-quality financial advice across pensions, investments, protection and broader financial planning needs.
• Build strong long-term relationships with existing clients.
• Identify and develop new client opportunities through referrals and client introductions.
• Work closely with the client support and technical teams to deliver a smooth client experience.
• Ensure all advice is compliant, suitable and aligned with internal quality standards.
• Maintain accurate client records and meet all regulatory requirements.
• Contribute to the continued growth and reputation of the business.

Qualifications and Requirements

• Level 4 Diploma qualified (minimum).
• Must hold Competent Adviser Status.
• Experience as a Financial Adviser within a Financial Planning environment.
• Strong client relationship management skills.
• Commercially driven with the motivation to acquire and develop new clients.
• Confident servicing an existing client bank while actively building future opportunities.
• Working towards Chartered status would be advantageous.

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