Financial Adviser

**Overview**

We are a well-established family run business with a history spanning nearly 50 years. Strong family values resonate throughout the business underpinning how we treat our clients and staff, making the office truly feel like an extension of the family. As a Chartered Financial Planning business, we aim to provide clients with an exceptional service and make an impact in every one of our client’s lives.We have just entered a new chapter in the business’ life and are currently transitioning to a financial planning business. You would be an integral part of this process.

**Roles and Responsibilities**

To provide an excellent financial planning service to an established client bank. This will include:

- Conducting client annual review meetings
- Working with a team to prepare for the annual meetings and implement any follow up actions from the meeting.
- Respond to any client queries throughout the year

Taking on new business with leads coming from referrals from existing clients.

**Skills required**
- Level 4 Diploma in Financial Planning as a minimum
- Minimum of two years experience as a financial adviser
- Strong communication skills
- Team player
- Preferable experience using Intelliflo and Voyant

**Salary and Benefits**
- Between £45-£60k depending on experience
- Bonus structure
- Working Hours, 9am-5pm Monday
- Thursday, 9am-4pm on Fridays
- Workplace Pension with 8.5% employer contribution
- Car allowance/ travel expenses for client meetings
- Group Private medical insurance
- Group Income Protection
- Death in Service Cover
- 23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.

**Job Types**: Full-time, Permanent

Pay: £45,000.00-£60,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Financial Advising: 2 years (preferred)

Work Location: In person