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Financial Adviser - All Leads provided, Horsham
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Client:
Blakemore Recruitment
Location:
Horsham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
7c94dc8a70ca
Job Views:
37
Posted:
24.06.2025
Expiry Date:
08.08.2025
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Job Description:
We are currently recruiting for a Financial Planning practice that is looking to recruit a Financial Adviser to join their team in Horsham. They are seeking a qualified IFA who is eager to join a busy practice. The company will provide client leads to the individual.
The role involves providing financial planning and investment advice to both new and existing clients, always adhering to the firm's principles.
Your responsibilities include offering financial guidance, making product and service recommendations based on thorough research, understanding client needs, designing financial strategies, and closing sales.
You will discuss clients' financial objectives and risk tolerance, then recommend suitable financial planning strategies.
To succeed, you should possess the necessary licenses and extensive knowledge of the latest financial products.
Main Duties and Responsibilities
* Consult with clients to understand their expenses, income, insurance, financial goals, tax status, and risk tolerance to develop comprehensive financial plans.
* Analyze client financial data to craft strategies that meet their goals and guide them towards profitable decisions.
* Maintain and grow the client base, fostering strong relationships.
* Network and generate leads, promoting the company to potential clients and professional contacts.
* Stay updated on industry trends and market research to support financial advice.
* Prepare and interpret financial documents, investment reports, and income projections.
* Review client accounts regularly to adapt plans to life changes, economic shifts, or financial performance.
* Always act in the best interest of clients, complying with company policies and regulations.
* Assist the Sales Manager and Sales & Development Director, including supervising trainee advisers.
* Ensure compliance with all industry rules and regulations.
* Take responsibility for personal performance and professional development.
Qualifications and Experience
* Relevant financial industry qualifications (essential).
* Up-to-date Statement of Professional Standing (essential).
* Proven experience as a successful Financial Adviser (essential).
* Proficient in Word, Excel, Outlook, PowerPoint, and relevant financial software.
* Valid driver’s license.
* Attention to detail and ability to communicate complex information clearly.
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