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About the Role
Join an expanding, forward-thinking financial services company as a Financial Adviser. This role offers an opportunity to manage and develop client relationships while delivering holistic, compliant advice in a collaborative, professional environment with high standards and strong support.
Responsibilities
- Build and maintain long-term, trusted client relationships.
- Conduct in-depth reviews of clients’ financial circumstances, objectives, and risk profiles.
- Design and deliver tailored financial planning strategies across pensions, investments, and protection.
- Provide clear explanations of complex advice, costs, and regulatory disclosures.
- Ensure all advice is compliant with FCA requirements and internal standards.
- Collaborate with technical and support teams to deliver an efficient, high-quality client experience.
- Maintain accurate client records and appropriate documentation.
- Identify opportunities to grow the client base through referrals and professional connections.
- Meet agreed commercial and performance targets.
- Actively maintain the firm’s reputation for professionalism, integrity, and client service excellence.
Requirements
- Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable).
- Strong understanding of FCA regulatory requirements.
- Experience delivering holistic financial advice.
- Excellent communication and interpersonal skills.
- Ability to simplify complex information for clients.
- Commercial awareness with a proactive, growth mindset.
- Strong organisational skills and attention to detail.
- Professional, ethical, and client-first approach.
Skills
- Financial Planning
- Client Relationship Management
- Regulatory Compliance
- Communication
- Interpersonal Skills
- Problem-Solving
- Attention to Detail
- Commercial Awareness
Work Type
- Full-time
Education Level
- Level 4 Diploma in Regulated Financial Planning
Benefits
- Company discretionary bonus scheme
- Full time hours (35 per week) Monday to Friday 9:00am - 5:00pm with 1 hour for lunch
- 24 holidays (increasing to 26) plus 2 additional paid Christmas shutdown days
- Private Healthcare (after qualifying period)
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Support with role-relevant professional qualifications
About the Company
- Expanding, forward-thinking company in financial services.
- Collaborative, professional environment with high standards and strong support.
- Firm known for professionalism, integrity, and client service excellence.