Client-Centric Financial Advisor (Hybrid)

Service Care Solutions; Taunton; On-site; GBP 35,000 - 40,000; Full time

Job summary

A reputable financial advisory group in South West England is seeking an experienced Financial Advisor to provide high-quality financial advice while maintaining strong client relationships. The role focuses on servicing existing clients and does not involve heavy sales. Ideal candidates are Level 4 Diploma qualified and possess excellent communication skills. Competitive salary with hybrid working arrangements is offered.

Benefits

£250 referral bonus

Qualifications

• Experience providing financial advice to an established client base.
• Strong understanding of pensions, investments, and protection products.
• Ethical and client-focused with a commitment to service.

Responsibilities

• Deliver tailored financial advice across pensions, investments, and protection.
• Conduct regular client reviews to ensure financial plans remain suitable.
• Maintain strong client relationships through proactive communication.

Skills

Holistic financial advice

Relationship management

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS) or Financial Advice (DipFA)

Job description

A reputable financial advisory group in South West England is seeking an experienced Financial Advisor to provide high-quality financial advice while maintaining strong client relationships. The role focuses on servicing existing clients and does not involve heavy sales. Ideal candidates are Level 4 Diploma qualified and possess excellent communication skills. Competitive salary with hybrid working arrangements is offered.