Financial Advisor

1 week ago

Ottery St Mary, United Kingdom Cathedral Appointments | South West Recruitment Full time

Salary up to £65K + OTE | Hybrid / Flexible Working | Exeter Outskirts


Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.

Our client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be to deliver the firm’s client service proposition to the highest standards, while adhering to FCA rules as interpreted in the firm’s compliance procedures.

Financial Advisor responsibilities will include:

  • Providing personalised financial advice
  • Conducting comprehensive financial analysis
  • Offering financial recommendations
  • Monitoring and reviewing client portfolios
  • Providing retirement planning guidance
  • Developing and maintain a professional relationship with their clients

Skills, Qualifications and Experience of the Financial Advisor:

  • You will have a minimum of 5 years’ experience as a Financial Advisor
  • You will have CII Level 4 / LIBF as minimum and ideally working towards chartered status
  • You will have experience working with HNW UK private clients
  • You can demonstrate a successful track record of delivering financial planning and investment management services

Your benefits:

  • Competitive Salary
  • Hybrid / Flexible working
  • Access to a Discretionary health cash plan
  • Life assurance scheme 3 x annual salary
  • Availability of an employee assistance programme
  • Employee discount
  • Free onsite parking
  • Store discount
  • Your birthday as a day off
  • Group Income Protection scheme
  • Enhanced pension contributions

Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant: Joanne Howell

Ref: 10549

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