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Employed Financial Adviser - Polestar, Swindon
Location: Swindon, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference:
Job Views:
6
Posted:
11.03.2025
Expiry Date:
25.04.2025
Job Description:
We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training and develop their earning potential in a holistic financial planning role.
We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.
We have created an environment where the team’s attitude is always a “can-do”. We are constantly striving to support our advisers and clients with better solutions and positive outcomes.
Responsibilities:
To provide comprehensive financial advice to a portfolio of clients across investments, pensions, and protection.
Setting up meetings, conducting in-depth reviews of clients’ financial circumstances.
Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.
Keeping up to date with legislation and meeting the regulatory aspects of the role.
Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.
Comply with regulatory aspects of the role and company compliance standards and endeavor to promote the interests and reputation of the company and work in its best interests.
Minimum Requirements:
* CAS Achieved / Hold annual SPS (Statement of Professional Standing)
* Full Driving Licence
* Experience working within a financial services background
* Ability to build upon existing strong client relationships
* Skills in acquiring and bringing on new clients
Benefits:
* Full Administration Service
* Full Paraplanning Support
* Pension
* Holidays - 31 days rising to 33 days over 2 years
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