Financial Adviser
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Are you an experienced financial adviser seeking a role with greater opportunities? We're looking for talented and experienced advisers to join our advisory team in the UK.
This full-time, permanent position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice.
About the Role
Reporting to a Team Director, you will provide clients with a proactive, holistic financial planning service, ensuring that they receive accurate and personalised advice tailored to their objectives.
Your responsibilities will include:
Offering technical and investment advice on a range of wealth management needs
Building and maintaining strong, long-term client relationships
Conveying information in a way that's easy for clients to understand
Staying informed on current affairs that may impact clients
Clearly explaining the advantages and disadvantages of recommended products and services
Conducting research and data analysis for client planning and special projects
Keeping up-to-date with relevant regulations and legislation
Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures
Handling client matters openly, honestly, and with integrity
Role Requirements
Successful applicants will:
Hold a Level 4 Diploma in Financial Planning
Have at least 2 years of experience as a Financial Adviser
Possess a strong knowledge of pensions and wealth management solutions
Be highly motivated, proactive, and effective team players
Demonstrate the ability to research, analyse, and interpret complex financial information
Have exceptional communication and negotiation skills
Excel in literacy, numeracy, and IT skills
Communicate complex information clearly, both in writing and verbally
Approach work ethically and professionally
Benefits
In addition to career progression, professional development, and a welcoming work environment, you will have the chance to engage in charitable events and social activities.
Your benefits package includes:
A competitive salary and bonus scheme, based on experience
Group Pension
Life Assurance
Income Protection
Health Cash Plan
Our flexible benefits scheme allows you to select options that best suit your needs.
This is an excellent opportunity for financial advisers eager to grow their careers with significant progression potential.
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