Overview
We are seeking a motivated and client-focused Financial Advisor to join our growing team. This is an excellent opportunity for an experienced professional to provide high-quality, compliant financial advice while building long-term client relationships.
Key Responsibilities
* Provide tailored financial advice across pensions, investments, and protection products
* Conduct detailed fact-finds to assess clients’ financial needs and objectives
* Develop and implement suitable financial plans
* Maintain accurate and compliant client records in line with FCA regulations
* Build and maintain strong, long-lasting client relationships
* Keep up to date with market trends and regulatory changes
Requirements
* Diploma in Regulated Financial Planning (DipPFS) or equivalent (essential)
* Proven experience in a Financial Advisor or similar role
* Strong knowledge of UK financial services and FCA regulations
* Excellent communication and interpersonal skills
* Ability to manage and grow a client portfolio
* Self-motivated with a results-driven approach
Desirable
* Chartered Financial Planner status or working towards it
* Experience with high-net-worth clients
* Existing client bank
What We Offer
* Competitive basic salary with uncapped earning potential
* Flexible working options
* Ongoing training and professional development
* Supportive and collaborative team environment
* Opportunities for career progression
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