An established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced and level 4 qualified Financial Advisor. This is an exciting opportunity to join a supportive and professional environment, delivering high-quality advice and bespoke solutions to a diverse client base.
Key Responsibilities
* Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
* Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
* Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
* Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
* Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
* Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
What We’re Looking For
* Minimum of 1 years’ experience as an Advisor, delivering high-quality, compliant advice.
* Level 4 qualification in Financial Planning or working towards. (Or equivalent).
* Strong knowledge of pensions, investments, and general financial planning principles.
* Proven ability to build trust with clients and deliver tailored advice that addresses their unique needs.
* Excellent communication and interpersonal skills, with a strong focus on client satisfaction.
In return they offer:
* Competitive salary that is negotiable dependent on experience.
* Hybrid working options after an initial settling-in period.
* Opportunities for professional development and career advancement within a supportive environment.
* Comprehensive benefits package, including a workplace pension scheme.
* A modern and welcoming office environment located in Sheffield.
This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.