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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.