Financial Services Advisor
1 month ago
This established firm of Financial Planners is looking for a skilled Financial Adviser to join their team in Cirencester. As an Employed Financial Adviser, you will be responsible for providing high-quality financial advice to clients and contributing to the success of the business.
The ideal candidate will have a Level 4 Diploma in Financial Planning and a strong understanding of financial products, regulations, and market dynamics. Experience in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions is essential.
Key Responsibilities:
- Writing suitability reports on a variety of case types (some assistance and templates available)
- Strictly complying with the Compliance and Training Competence Procedures of the firm
- Attaining and sustaining competent status
- Maintaining performance standards in accordance with those outlined in the Key Performance Indicators
Salary and Benefits:
This role offers a competitive salary of £50,000 (Basic) + Bonus, Benefits, Free Parking. The successful candidate can expect a flexible/hybrid working arrangement with limited evening and weekend commitments.
Additional Benefits:
- 37.1-hour unpaid lunch, which can be reduced to 30 mins to allow an earlier finish
- Holiday bonuses apply after 2 years' service (1 extra day for every year up to max of 4 days)
- Company Pension scheme – 3% employer payment, contributory pension scheme after a 3-month period
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