Financial Adviser – Dorking
Location: Dorking | Job Type: Full-time, Permanent | Hybrid: 4 days in office, 1 day WFH
About the Role
Our client is seeking a qualified Financial Adviser to join their Dorking team. You’ll provide tailored financial advice to clients on investments, insurance, pensions, and tax, ensuring compliance with FCA regulations. This role offers the opportunity to develop professionally and progress toward Chartered Status.
Key Responsibilities
*Advise clients based on their circumstances and objectives
*Prospect and manage client relationships
*Conduct research and prepare financial strategies and reports
*Ensure portfolios align with client mandates and objectives
*Maintain accurate client records and handle queries professionally
*Follow FCA regulations and internal compliance procedures
Skills & Experience
*FCA certification in financial planning
*Knowledge of financial products and legislation
*Strong communication, analytical, and interpersonal skills
*Team player, adaptable, and self-motivated
Qualifications
*Minimum Level 4 Diploma in Financial Planning
*Aim to achieve Chartered Status
Why Join
*Supportive environment with professional growth opportunities
*Work with a growing client base and dynamic team
Interested?
If you’d like to apply or find out more, please submit your CV today!