Overview
We are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities.
You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads.
Key Responsibilities
* Deliver high-quality, compliant financial advice tailored to client needs
* Build and maintain long-term client relationships through trust and performance
* Actively generate new business through referrals, networking, and proactive outreach
* Manage a pipeline of prospective clients and convert leads into completed sales
* Conduct full fact-finds, risk profiling, and suitability assessments
* Recommend appropriate financial solutions including investments, pensions, protection, and planning products
* Ensure all advice is fully compliant with regulatory and company standards
* Work towards and consistently exceed individual revenue and conversion targets
* Maintain accurate records and documentation using CRM systems
Requirements
* DIPFA Level 4 qualified or equivalent qualification
* CAS (Competent Adviser Status) or equivalent regulatory approval
* Minimum 3+ years' experience as a financial advisor or in a regulated advice role
* Strong track record in sales performance and meeting/exceeding targets
* Excellent communication, negotiation, and client engagement skills
* Confident in building and closing a pipeline of new business
* Strong understanding of regulated financial products and suitability requirements
* Highly self-motivated with a proactive, commercial mindset
What We Offer
* Uncapped commission structure with significant earning potential
* Competitive base salary (depending on experience)
* Performance-based incentives and bonuses
* Strong lead generation support (where applicable)
* Career progression opportunities within a growing advice business
* Ongoing professional development and regulatory support
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