Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to utilise their money best. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale. This will be a hybrid working role from their office based in either Horsham or Chelmsford. Responsibilities Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell funds, stocks, bonds, etc to meet sales quotas Keep abreast of new industry trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Liaise with providers, solicitors, valuers and other professionals Requirements and skills Proven experience working as a Financial Adviser, Financial Planner, or in a relevant role A track record of providing successful financial guidance Ability to analyse market financial data and deliver appropriate, data-driven advice Strong communication, negotiation, and presentation skills Accuracy, attention to detail, and the ability to communicate complex information clearly and simply Excellent IT skills and capability to operate database systems Current qualification certificates (FCA, CII, DipFA, CISI or equivalent) Degree in Finance or a related field is preferable