Job Description
Financial Adviser (Financial Services) Non CAS (Competent Adviser Status)
Bob Gibbs Financial Planning is a small family focused IFA firm with over 220 clients looking to expand. We are looking for a FULLY Qualified to Level 4 Diploma in Regulated Financial Planning individual who then will mentored to full Competent Adviser Status.
This role would suit someone with a successful track record in their existing career or business, with an ability to confidently discuss and advise finances with all types of people, in person and via Online meetings.
The Role:
Liaise with clients to gather necessary information and clarify financial matters
Offering research and analysis based recommendations to clients
Analysis of risk assessments, portfolio performance and asset allocation
Collaborating with the Bob Gibbs Financial Planning Team to get the best outcomes for clients.
Hybrid role between office and home working.
The Package
Salary of £35,000-£40,000 subject to experience and qualifications
Generous Bonus Scheme, once target attained.
Flexible working with good holiday allowance plus Private Medical after probation period
Contributory pension scheme and death-in-service benefit
Gym Membership
An in depth training plan, in depth support with a What good looks like Manual
Around 45 clients passed to once you reach CAS status
What Youll Need to Succeed
Up to 5 years experience in sales, banking, mortgages, or customer service (required).
Up to 2 years experience in a financial services-related role (desirable).
Genuine interest in financial planning and delivering great client outcomes (essential)
Excellent literacy, numeracy, and communication skills.
Proficiency in Microsoft Office applications, particularly Word, Excel & Outlook.
A full, clean UK driving license.
Commitment to undergoing and clearing DBS checks.
You should hold full Level 4 Diploma in Financial Planning or equivalent
Must have sales face to face customer experience
Happy to work evenings and some weekends if needed.
If you're interested in this role, forward an up-to-date copy of your CV.
Interviews being held for successful candidates 1st week of March 2025.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
JBRP1_UKTJ