Financial Advisor

3 months ago

Dumfries, United Kingdom Advice for Life Financial Planning Limited Full time

The Role

The overall purpose of this role is to provide Financial Planning advice and solutions to an existing client bank with AUM of circa £8m, offering high quality advice and service.

The main elements of this role will include:

- Working with clients to understand their objectives and provide comprehensive solutions to help meet these objectives;
- Ensuring high quality ongoing advice is provided to all review clients;
- Ensuring high compliance requirements and standards are met;
- Maintaining and developing technical knowledge relevant to the role;
- Build business relationships with key potential introducers in the local external marketplace

In order to fulfil the role, we expect you to:

- Have successfully completed Level 4 Diploma in Financial Planning (this is mandatory for the role).
- Desirable to have a minimum of 2-3 years’ experience in an advisory role, but not essential.
- An existing client bank is desirable but not essential
- Have excellent customer service skills
- Be confident when using IT systems and demonstrate efficient IT skills

**Benefits**:
In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

- Negotiable Salary dependant upon experience with uncapped bonus scheme.
- You will be given the autonomy you require to administer and maintain your client portfolio professionally without micro-management.
- Top quality paraplanning, administrative and compliance support will be given as required, leaving you free to deliver first-rate advice.
- Flexible & Smart Working - giving you the ability to balance home-working, office location etc.
- Employer contribution Pension Scheme
- Life Cover (after 12 month’s employment)
- 35 Days paid leave per annum
- Detailed and thorough on-the-job training

**Benefits**:

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

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Dumfries DG1 2PN

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