Job Description Financial Advisor
Up to £55,000 salary plus bonus and benefits
Brighton and Hove
A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans for 2025 they are looking for an Financial Advisor to join the office in Hove.
The role incorporates providing whole of the market personal financial advice to new and existing clients via video and telephony channels. This will predominantly be via existing relationships, introducers and warm leads.
Key duties include:
Providing regulated advice across a broad product range including investments and pensions
Giving clear, concise and ethical advice to new and existing clients
Developing new avenues of business via first class service and client outcomes
Ensuring sufficient client information is gathered prior to researching and presenting the best possible options
Ensuring all supporting documents are maintained
Making sure Statement of Professional Standing (SPS) is held at all times
Upholding the values and ethics of the organisation
You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status and be able to demonstrate experience and success in previous/current regulated advice role.
Joining the...