We are working with a very successful Chartered Financial Advisory Practice to recruit an experienced Financial Adviser. Our client provides holistic financial planning solutions to a range of clients across the South West, they are a friendly & professional business that have a unique approach to financial advice.
Due to a number of recent acquisitions our client is seeking to recruit an additional Financial Adviser who can come in and take on a portfolio of clients.
As an experienced Financial Planner, you will leverage your expertise to provide tailored financial advice to clients.
Your responsibilities will include:
* Managing and servicing an existing/substantial book of business, nurturing strong client relationships and ensuring their ongoing financial needs are met.
* Identifying new business opportunities and proactively seeking ways to drive company growth
* Offering comprehensive services across all areas of financial advice
* Work closely with the Paraplanning & Administration teams to provide a truly first-class service to clients.
* Staying up-to-date with industry trends, market changes, and regulatory developments to provide accurate and relevant advice to clients.
To be considered for this role, you should have:
* Previous experience as a Financial Adviser
* Strong knowledge of financial products and market trends
* Excellent communication and interpersonal skills to build and maintain client relationships
* Proven ability to analyse complex financial information and provide clear, actionable recommendations
* Relevant qualifications such as the Diploma in Financial Planning as a minimum
What’s on offer:
* Competitive basic salary up to £80,000, commensurate with experience and qualifications
* Performance-based bonuses
* Company benefits package
* Opportunity to work within a collaborative and supportive team environment
* Ongoing professional development and training to enhance your skills and knowledge
* Clients provided
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