Experienced Financial Advisor

2 weeks ago


Beaconsfield, Buckinghamshire, United Kingdom Recruitment Rebellion Full time
About the Role

We are seeking an experienced financial advisor to join our team at Austyn Smith Associates Ltd. As a key member of our team, you will be responsible for providing comprehensive financial advice to clients, developing and implementing financial plans, and building strong relationships with our clients.

Key Responsibilities
  • Provide expert financial advice to clients on investments, pensions, and protection
  • Conduct in-depth reviews of clients' financial circumstances and develop tailored financial plans
  • Research and design financial strategies to meet clients' goals and objectives
  • Assist clients in making informed decisions about their financial affairs
  • Promote client referral and networking with other professionals
  • Comply with regulatory aspects of the role and company compliance standards
Requirements
  • Minimum Level 4 Diploma qualified
  • At least 10 years of experience as a UK-based financial advisor
  • Ability to build upon existing strong client relationships
  • Skills in acquiring and bringing on new clients
  • 'Can-do' attitude
What We Offer
  • Basic Salary: £60,000 to £80,000 based on experience
  • Bonuses
  • Pension
  • 22 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 days taken as a half-day per quarter
  • Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays
  • Exam support programme through to Chartered Financial Planner status if desired
About Us

Austyn Smith Associates Ltd is an award-winning independent financial adviser specialising in pension, retirement, and investment advice. We believe in being adaptive and proactive to improve the financial well-being of our clients. By managing risk, we aim to preserve wealth, provide stable growth, and create sustainable income.

We are a professional, friendly team of people, and we are growing. We require a hard-working, committed individual who shares our values and passion for financial planning.



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