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.
About the Role
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.
Key Responsibilities
*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
What We’re Looking For
*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
Benefits
*Competitive salary with bonus structure
*Additional benefits based on qualifications and experience