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Independent financial advisor

Brighton
Freelance
Idex Consulting
Independent financial advisor
Posted: 16 June
Offer description

Financial AdvisorUp to £55,000 salary plus bonus and benefitsBrighton and HoveA 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 pensionsGiving clear, concise and ethical advice to new and existing clientsDeveloping new avenues of business via first class service and client outcomesEnsuring sufficient client information is gathered prior to researching and presenting the best possible optionsEnsuring all supporting documents are maintainedMaking sure Statement of Professional Standing (SPS) is held at all timesUpholding the values and ethics of the organisationYou 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 organisation at this time would be an excellent career opportunity as the company have ambitious yet achievable plans for growth over the coming years and the Desk Based Advisor division will be key amongst that growth. This will provide opportunities to develop in the role in terms of seniority, remuneration and influence in the coming years. An extremely supportive team, full back office support and genuinely warms business leads make this an excellent opportunity for the right applicant.So if you match the above criteria, can travel into the Hove area, and a position as an Independent Financial Advisor is of interest, then please apply for confidential conversation.

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