As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Devon, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection.
What makes this Financial Advisor role stand out?
This isn't just another advisory position. You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts.
- Deliver face-to-face and virtual client meetings
- Conduct comprehensive financial reviews and produce detailed reports
- Develop new business through networking, referrals, and company leads
- Maintain and grow client relationships through regular reviews
- Leverage digital tools and CRM systems to enhance client service
Financial Advisor Requirements:
- Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
- Essential: Experience as a practicing Financial Advisor with proven client management skills
- Essential: Strong interpersonal and communication abilities
- Desirable: Business development and networking experience
- Desirable: Proficiency with financial planning software and Microsoft Teams
The Company
Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support.
Financial Advisor Benefits:
- Competitive salary: £50,000 - £75,000
- Attractive performance-related bonus
- Flexible hybrid working arrangements
- Full administrative and operational support
- Comprehensive paraplanning assistance
- Professional development opportunities
Location
Ideally based in or around the Devon area and surrounding regions. Some travel for client meetings is expected.
Ready to take the next step in your advisory career? Apply now to discover how this Financial Advisor opportunity could be the perfect fit for you.
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Salary description
£50000.00 - £75000.00 per year