Employed Financial Adviser - Polestar

Quilter; Swindon; On-site; GBP 30,000 - 50,000; Full time

Job summary

A dynamic financial planning practice in Swindon seeks motivated financial advisers to provide comprehensive advice across investments, pensions, and protection. Successful candidates will have Level 4 Diploma qualifications and experience in financial services. The role offers substantial support, including full administration and paraplanning services, along with visible growth opportunities. Competitive benefits package includes holidays starting at 31 days.

Benefits

Full Administration Service

Full Paraplanning Support

Pension

31 days holidays rising to 33 days

Expenses

Qualifications

• Level 4 Diploma Qualified CII/LIBF equivalent.
• CAS Achieved / Hold annual SPS (Statement of Professional Standing).
• Full Driving Licence.
• Experience working within a financial services background.
• Ability to build upon existing strong client relationships.
• Skills in acquiring and bringing on new clients.

Responsibilities

• Provide comprehensive financial advice to a portfolio of clients.
• Conduct in-depth reviews of clients' financial circumstances.
• Complete risk analysis and design financial strategies.
• Undertake client acquisition and promote client referral.
• Comply with regulatory aspects of the role and promote company interests.

Job description

We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team‘s attitude is always a "can-do". We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

Requirements

Responsibilities:

To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection

Setting up meetings, conducting in-depth reviews of clients' financial circumstances.

Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.

Keeping up to date with legislation and meeting the regulatory aspects of the role.

Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.

Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests

Essential Criteria:

Level 4 Diploma Qualified CII /LIBF equivalent

CAS Achieved / Hold annual SPS (Statement of Professional Standing)

Full Driving Licence

Experience working within a financial services background

Ability to build upon existing strong client relationships.

Skills in acquiring and bringing on new clients

Benefits

• Full Administration Service
• Full Paraplanning Support
• Pension
• Holidays - 31 days rising to 33 days over 2 years
• Expenses