Independent Financial Adviser

Do you enjoy selling and working in a fast-paced environment? Are you a real business focussed salesperson who wants to earn money and progress your career within financial services? Our client is seeking an experienced Independent Financial Adviser with a strong track record of success. The ideal candidate will possess excellent communication skills and a solid understanding of the dynamic financial services sector.

Company Benefits:

• Bonus income based on production (£120k)
• Workplace company pension
• Competitive holiday allowance

Key Responsibilities:

•  Engage with existing clients to conduct comprehensive financial reviews, assessing their current financial situation, existing provisions and future goals using the CRM system, Finplan.
• Oversee the onboarding process for new members joining an established large SIPP.
• Analyse financial information and develop tailored plans to meet individual client needs.
• Complete risk assessments, fact-finding exercises and suitability reports.
• Support clients in making well-informed financial decisions.
• Monitor and respond to changes in clients’ financial circumstances and evolving needs.
• Stay up to date with financial products, market trends and legislative changes.
• Inform clients about new financial products or regulatory updates that may impact their savings and investments.
• Ensure compliance with regulatory requirements, including disclosure obligations, service costs and recommendations.

Experience and Skills Requirements:

• Integrity and honesty
• Strong work ethic and dedication
• Client-focused approach with a commitment to achieving the best outcomes
• Exceptional telephone manner
• Professional and well-presented appearance
• Full Diploma in Financial Advice (DipFA) Level 4 required
• Demonstrated success in delivering high-quality advice and client service

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.