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Financial Adviser - All Leads Provided, Horsham
Client: Blakemore Recruitment
Location: Horsham, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 7c94dc8a70ca
Job Views: 3
Posted: 14.05.2025
Expiry Date: 28.06.2025
Job Description:
We are currently recruiting for a Financial Planning practice that is looking to hire a Financial Adviser to join their team in Horsham. They seek a qualified IFA eager to join a busy practice. Client leads will be provided to the successful candidate.
Your role involves providing financial planning and investment advice to both new and existing clients, always adhering to the firm's principles. You will offer financial guidance, make product recommendations, research marketplace options, identify client needs, design financial strategies, and close sales.
You will spend your days discussing clients' financial objectives and risk tolerances, then recommending appropriate strategies. To excel, you should have the necessary licenses and in-depth knowledge of current financial products.
Main Duties and Responsibilities
* Engage with clients to assess expenses, income, insurance, financial goals, tax status, and risk tolerance to develop comprehensive financial plans.
* Analyze financial data to craft strategies that meet clients’ goals and guide them toward profitable, secure decisions.
* Maintain and grow the client base through relationship building.
* Network and generate leads by promoting the company to potential clients, valuers, providers, solicitors, and other professionals.
* Stay updated on industry trends and market research to support financial advice.
* Prepare or interpret financial summaries, investment reports, and income projections.
* Regularly review client accounts to adapt plans in response to life changes, economic shifts, or financial performance.
* Promote the company's policy of delivering Client Best Interest outcomes at all times.
* Ensure compliance with company policies, including Conflict of Interest and Incentive policies.
* Assist the Sales Manager and Sales & Development Director with daily duties, including supervising trainee advisers.
* Comply with all industry rules and regulations.
* Take responsibility for personal performance and identify areas for 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).
* Proficiency in Word, Excel, Outlook, PowerPoint, and relevant financial software.
* Valid driver’s license.
* Attention to detail and ability to explain complex information clearly and simply.
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