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Financial Adviser - All Leads provided, Horsham
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Client:
Blakemore Recruitment
Location:
Horsham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
7c94dc8a70ca
Job Views:
7
Posted:
25.08.2025
Expiry Date:
09.10.2025
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Job Description:
We are currently recruiting for a Financial Planning practice that is looking to hire a Financial Adviser to join their team in Horsham. They seek a qualified IFA eager to join a busy practice, and they will provide client leads to the individual.
Responsibilities include providing financial planning and investment advice to clients, maintaining the principles of the firm, researching the marketplace for products and services, understanding client needs, designing financial strategies, and closing sales.
The role involves discussing clients' financial objectives, risk tolerance, and recommending suitable strategies. Candidates should possess relevant licenses and deep knowledge of current financial products.
Main Duties and Responsibilities
* Engage with clients to assess expenses, income, insurance, objectives, tax status, and risk tolerance to develop financial plans.
* Analyze financial data to develop strategies aligning with client goals and guide them toward profitable decisions.
* Build and maintain client relationships and networks to generate leads and promote the firm.
* Stay updated on industry trends and market research to support financial advice.
* Prepare or interpret financial documents, reports, and income projections.
* Review client accounts regularly to adapt plans based on life, economic changes, or financial performance.
* Promote the company's policy of delivering client-first outcomes.
* Ensure compliance with all policies, including conflict of interest and incentives.
* Assist management and supervise trainee advisers as needed.
* Comply with industry rules and regulations.
* Own personal performance and identify development areas.
Qualifications and Experience
* Relevant financial industry qualifications (essential).
* Up-to-date Statement of Professional Standing (essential).
* Proven experience as a successful Financial Adviser (essential).
* Proficient in Word, Excel, Outlook, PowerPoint, and financial software.
* Valid driver’s license.
* Attention to detail and ability to communicate complex information clearly.
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