Responsibilities
• Provide independent financial advice across pensions, investments, protection and wealth management.
• Manage and develop an existing client portfolio while generating new business through referrals, networking and professional relationships.
• Deliver compliant, client-focused financial planning in line with FCA regulations and company standards.
• Build long-term client relationships and support business growth.
• Use financial planning technology including Conquest, PlannerPal and Power BI.
• Maintain CPD and regulatory competence.
Key Requirements
• Minimum 5 years' experience as an Independent Financial Adviser.
• Level 4 Diploma (or equivalent) in Financial Planning.
• Strong knowledge of UK financial services, pensions, investments and protection.
• Excellent communication, analytical and relationship management skills.
• Commercially minded with a proven ability to develop business and manage client relationships.
Benefits
• Hybrid working
• 25 days annual leave
• Free parking
• Holiday trading scheme
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
Salary description
£50000.00 - £85000.00 per year