Employed Financial Adviser - Polestar

Quilter; Swindon; On-site; GBP 30,000 - 60,000; Full time

Job summary

A dynamic financial planning practice in Swindon seeks motivated financial advisers to enhance their skills in a holistic role. You will provide comprehensive financial advice, supported by back-office services. With an environment fostering growth, this role offers excellent benefits and the potential for strong income development.

Benefits

Full Administration Service

Full Paraplanning Support

Pension

Holidays - 31 days rising to 33 days over 2 years

Expenses

Qualifications

• Experience in financial services is essential.
• Ability to acquire and build client relationships.
• Proficiency in conducting in-depth financial reviews.

Responsibilities

• Provide comprehensive financial advice to clients across investments, pensions, and protection.
• Undertake client acquisition via referrals and networking activities.
• Maintain compliance with regulatory aspects of the role.

Skills

Client Relationships

Networking

Financial Strategy Design

Risk Analysis

Education

Level 4 Diploma Qualified CII / LIBF equivalent

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