Financial Planning Expert
23 hours ago
We are seeking an experienced Financial Adviser to join our advisory team in the UK.
This full-time, permanent position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice.
Key Responsibilities- Offer technical and investment advice on a range of wealth management needs
- Build and maintain strong, long-term client relationships
- Convey information in a way that's easy for clients to understand
- Stay informed on current affairs that may impact clients
- Clearly explain the advantages and disadvantages of recommended products and services
- Conduct research and data analysis for client planning and special projects
- Keep up-to-date with relevant regulations and legislation
- Comply with Financial Conduct Authority (FCA) guidelines and compliance procedures
- Handle client matters openly, honestly, and with integrity
To succeed in this role, you will need:
- A Level 4 Diploma in Financial Planning
- At least 2 years of experience as a Financial Adviser
- A strong knowledge of pensions and wealth management solutions
- Excellent communication and negotiation skills
- The ability to research, analyse, and interpret complex financial information
- Literacy, numeracy, and IT skills
- The ability to communicate complex information clearly, both in writing and verbally
- An ethical and professional approach to work
This role offers a competitive salary and bonus scheme, based on experience. You will also have access to a group pension, life assurance, income protection, and health cash plan. Our flexible benefits scheme allows you to select options that best suit your needs.
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