Key Responsibilities as Financial Adviser include:
* Provide tailored advice to clients on aspects of financial planning including but not limited to investments, pensions, tax planning, inheritance and protection.
* Conduct regular client reviews, ensuring suitability of advice and keeping financial plans aligned with changing circumstances.
* Maintain and develop long-term relationships with clients.
* Create new opportunities for business growth through networking and referrals, arranging appointments with prospective clients to discuss their financial needs and objectives.
* Adopt the use of advice tools and documents for the provision and evidencing of advice.
* Ensure all activity is compliant with business standards and recorded appropriately on the CRM.
* Keep up to date with regulatory changes in the industry to ensure your clients receive the most up-to-date guidance.
* Effectively work with our internal teams to ensure business is processed in line with compliance standards set by the business.
* Undertake any other relevant tasks and duties as required.
Requirements as Financial Adviser include:
* Holds at least a Level 4 Diploma in Financial Advice
* Previous experience as a Financial Adviser with a minimum of 3 years’ experience, providing holistic and full financial advice
* Experience advising clients on most aspects of financial planning including investments, pensions, inheritance tax and protection (excluding mortgage products)
* Experience using cashflow modelling software
* Excellent communication skills (written and oral)
* Committed to delivering first-class client service and maintaining their professional knowledge and development
* Honesty and integrity
* Ability to work under pressure and meet deadlines
* Highly motivated, with a great work ethic
* Being agile and adaptable
* Emotional intelligence
* Resilient
If you are interested in this role, our friendly team are awaiting your application
Salary description
£50000.00 - £80000.00 per year