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Financial Advisor

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom St. James's Place Full time
{"title": "Financial Advisor Role Description", "content": "Join Our Team as a Financial Advisor

We are seeking a skilled and empathetic Financial Advisor to join our team at Salmon Financial Planning. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.

You will help your clients understand their options, make knowledge-led decisions about next steps, and be available to review those plans via an ongoing, trusted relationship.

We are passionate about helping people make wise money decisions and believe that financial health influences overall wellbeing. Our team is committed to providing an inclusive and welcoming environment for all employees.

As a Financial Advisor, you will have the opportunity to work with a diverse range of clients, develop your skills and knowledge, and contribute to the growth and success of our business.

We offer ongoing learning and development for experienced advisers, career advancement opportunities, a client bank, and networking and marketing support.

If you are part-qualified (Level 4 Diploma in Financial Advice), we offer additional support, including industry-leading training and financial support for qualifications via the St James's Place Academy.

This role is located at our Bishop's Stortford office, with flexibility for some remote work.

What We Look for in Candidates
  • Professional and part-qualified Financial Advisors
  • Caring and curious individuals with strong relationship-building skills
  • Empathetic individuals with strong listening skills
  • Attention to detail
  • Open-minded individuals with a desire to continuously learn
What We Offer
  • Ongoing learning and development for experienced advisers
  • Career advancement opportunities
  • Client bank
  • Networking and marketing support
  • Mentoring by experienced advisors
  • Option for employed, salaried, or self-employed roles
Additional Support for Part-Qualified Candidates
  • Industry-leading training and financial support for qualifications via the St James's Place Academy
  • Financial support during the training period
", "requirements": "Qualifications and Experience
  • Proven experience as a Financial Advisor or related roles
  • Strong knowledge of financial products, investment strategies, and financial planning
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and provide accurate recommendations
  • Proficiency in financial software and tools
  • Certification - Level 4 Diploma (CII, LIBF, CISI etc) is preferred or part-qualified
", "company_info": "

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We are committed to providing an inclusive and welcoming environment for all employees.

", "contact_info": "

Please note that we do not provide contact information for this role.

", "apply_info": "

Please submit your application through our website.

", "note": "

Please note that this is a full-time hybrid role.

", "lang_code": "en"}