Financial Adviser

Are you an experienced Financial Adviser looking to join a growing, client-focused wealth management business where you can focus on delivering high-quality financial planning advice and developing long-term client relationships?, You will work with clients across a broad range of financial planning needs, providing tailored advice and ongoing support to help them achieve their financial goals.,

• Provide holistic financial planning advice across investments, pensions, protection, tax planning and estate planning.
• Conduct regular client reviews, ensuring recommendations remain suitable and aligned to changing circumstances.
• Build and maintain strong, long-term client relationships.
• Identify opportunities to grow your portfolio through referrals, networking and professional connections.
• Prepare and deliver compliant, high-quality financial advice.
• Maintain accurate client records and ensure all activity is documented appropriately.
• Stay up to date with industry developments, market trends and regulatory changes.
• Work closely with paraplanning, administration and compliance teams to ensure efficient client service and smooth business processing.
• Uphold the highest standards of professionalism, integrity and client care.To be successful in this role, you will have:
• A Level 4 Diploma in Financial Planning (or equivalent).
• A minimum of 3 years’ experience as a Financial Adviser.
• Experience providing holistic advice across investments, pensions, inheritance tax planning and protection.
• Experience using cashflow modelling software.
• Strong relationship management and communication skills.
• A client-centric approach and commitment to delivering excellent service.
• High levels of integrity, professionalism and attention to detail.
• The ability to work independently while collaborating effectively with colleagues.Performance-related bonus opportunities.
• Existing client support and business development opportunities.
• Administrative and paraplanning support.
• Ongoing professional development and training.
• A collaborative and supportive working environment.
• The opportunity to develop your career within a growing wealth management business.

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