Experienced Financial Adviser: Client Reviews & Planning

The JobsBoard; Horsham; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Flexible employment options

Potential buy‑in opportunity

Job summary

The JobsBoard in Horsham seeks a Fully Qualified Financial Adviser to join a long-established financial services practice. You will service an existing client bank and provide high‑level financial planning advice, with servicing as the predominant task and opportunities to write new business.

There is a flexible structure with employed or self-employed options. Salary ranges from £40,000 to £65,000 depending on experience, with a potential future buy‑in opportunity.

Qualifications

• Fully Qualified Financial Adviser with experience in financial planning and wealth management.

Responsibilities

• Confidently advise clients across protection, investments and pensions
• Manage and develop existing client relationships, conducting client reviews and providing appropriate financial planning advice
• Identify opportunities, generate new business and convert leads into fee-earning clients

Skills

Financial Adviser

Job description

The JobsBoard in Horsham seeks a Fully Qualified Financial Adviser to join a long-established financial services practice. You will service an existing client bank and provide high‑level financial planning advice, with servicing as the predominant task and opportunities to write new business.

There is a flexible structure with employed or self-employed options. Salary ranges from £40,000 to £65,000 depending on experience, with a potential future buy‑in opportunity.