Job Title:
Financial Adviser
Location:
Liverpool
Salary:
Flexible+ Bonus
Overview
We are seeking a motivated and client-focused
Financial Adviser
to join our team. The successful candidate will provide expert financial advice, build strong client relationships, and help individuals and businesses achieve their financial goals.
Key Responsibilities
* Provide tailored financial planning and investment advice in line with clients' needs and objectives.
* Develop and maintain long-term relationships with clients, delivering exceptional service and support.
* Conduct regular client reviews to assess financial circumstances and update strategies accordingly.
* Generate new business opportunities through referrals, networking, and professional connections.
* Ensure all advice and recommendations comply with FCA regulations and company policies.
* Prepare and present financial reports, recommendations, and cashflow planning when required.
* Work collaboratively with paraplanners, administrators, and colleagues to deliver a seamless client experience.
Requirements
* Level 4 Diploma in Regulated Financial Planning (minimum).
* Chartered or progressing towards Chartered status (desirable).
* Demonstrable experience as a Financial Adviser with a strong track record of success.
* Excellent communication and relationship management skills.
* Ability to generate and develop business opportunities.
* Strong technical knowledge of pensions, investments, protection, and tax-efficient planning.