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Financial Adviser

2 months ago

Leeds, Leeds, United Kingdom CleverHR Full time

Salary: £45,000 - £60,000 + Bonus and Benefits

Working hours: 9am to 5:30pm

CleverHR is delighted to be working with a fast-growing, independent Wealth Management firm based in Yorkshire. This firm provides straightforward financial advice and is seeking a dynamic, level 4 qualified Financial Adviser with advising experience to join their team.

Full paraplanning and client support services are provided.

Key Responsibilities
  • Stay up-to-date with new product, technical, and legislative changes within the financial services industry.
  • Comply with the Compliance and Training and Competence Procedures of the firm, as well as adhere to the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules, and the Code of Practice for Approved Persons.
  • Proactively identify and engage with potential clients. Gather comprehensive client information and understand their unique needs.
  • Research and Recommendation: Analyse gathered information and conduct thorough research to formulate suitable recommendations for clients.
  • Complete all supporting documentation with precision and accuracy.
  • Achieve and sustain competent status as defined by the FCA and the firm.
  • Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures.
  • Identify Continuing Professional Development (CPD) needs through self-assessment and feedback. Undertake appropriate activities to meet those needs, ensuring the maintenance and enhancement of competent status.
  • Provide mentorship and training to the Adviser Team, contributing to the development of their skills and knowledge.
Experience
  • Demonstrated substantial experience providing financial advice and achieving/exceeding relevant KPIs.
  • Strong understanding of financial products, regulations, and market dynamics.
  • Proven ability to identify and engage with potential clients, coupled with a track record of gathering comprehensive client information and understanding their unique needs.
  • The capability to explain complex information simply and clearly.
  • The ability to establish strong relationships with clients.
  • A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
  • Strong attention to detail and accuracy in completing supporting documentation.
  • Previous experience in mentoring and training Adviser Teams, contributing to the development of skills and knowledge within the team.
  • A history of successful networking and relationship-building with business partners, key stakeholders and other industry professionals.
  • Experience in implementing effective client retention strategies, fostering long-term relationships and maximising client satisfaction and loyalty.
Qualifications
  • Level 4 Diploma in Financial Planning (Essential)
Skills
  • Detailed knowledge of FCA and the firm's record keeping requirements.
  • Strong attention to detail.
  • Client focused with excellent time management and organisation skills.
  • Ability to act professionally, with an enthusiastic and positive attitude.
  • Show determination, the ability to self-motivate and influencing skills.
  • Technological Proficiency
Benefits
  • 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years' service (maximum of 5 additional days)
  • 4pm Finish on a Friday
  • Annual performance related Company bonus and salary review
  • 5% Employer pension contribution
  • Access to Employee Assistance Programme with Health Assured
  • Opportunities for continuous professional development
  • Discounted annual rail season ticket.
  • Buying and selling annual leave scheme
  • Regular social events throughout the year