Are you either a newly qualified or experienced Financial Advisor looking for a stable, long-term role with an established client base? We are seeking a dedicated and professional individual to join our team in Devon.
The Role
As a Financial Advisor, you will take over an existing portfolio of clients, providing high-quality financial advice across pensions, investments, protection, and wealth management. This is a permanent, full-time employed position, offering a fantastic opportunity to develop long-term relationships and grow the business further.
Key Responsibilities
* Manage and nurture an established portfolio of clients.
* Provide tailored financial advice to meet clients’ needs and objectives.
* Conduct regular reviews and ensure compliance with industry regulations.
* Identify opportunities for growth and referrals.
* Work collaboratively with support staff and colleagues.
About You
* Level 4 Diploma qualified (or working towards).
* Experience as a Financial Advisor in a regulated environment.
* Strong interpersonal and relationship management skills.
* Ethical and client-focused approach.
* Knowledge of current financial products and services.
What We Offer
* A secure, employed position with a competitive salary and benefits.
* An existing portfolio of clients to manage.
* Ongoing professional development and career progression.
* Supportive and collaborative work environment.
If you are a qualified Financial Advisor looking for a rewarding role with a strong client base in Devon, we would love to hear from you