Financial Advisor

2 months ago

Cirencester, Gloucestershire, United Kingdom CleverHR Full time
Employed Financial Advisor Opportunity

About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our team at CleverHR. As an Employed Financial Advisor, you will be responsible for providing expert financial advice to individuals and building long-term relationships with our clients.

Key Responsibilities

  • Conduct thorough research and analysis to provide tailored financial advice to clients
  • Write suitability reports on a variety of case types, utilizing available templates and assistance
  • Ensure strict compliance with our firm's Compliance and Training and Competence Procedures
  • Attain and sustain competent status in your role
  • Maintain performance standards in accordance with our Key Performance Indicators

Requirements

  • A minimum of 2 years of experience in financial advising
  • Demonstrated substantial experience providing financial advice and relevant Key Performance Indicators
  • Strong understanding of financial products, regulations, and market dynamics
  • Technological proficiency and ability to work with various financial systems

Benefits

  • 37.1-hour unpaid lunch, which can be reduced to 30 minutes to allow for an earlier finish
  • 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when the office is normally closed
  • Free onsite parking
  • Study support, including CII annual Membership, Exam, and study materials, as well as some allowance for training time and support at work
  • Inclusion into our Company Pension scheme, with a 3% employer payment, contributory pension scheme after a 3-month period

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