Financial Adviser

Castle View Personnel; Beauly; On-site; GBP 50,000 - 65,000; Full time

Job summary

Castle View Personnel is seeking a Financial Adviser in Inverness to join a growing team. This permanent, full-time role involves providing independent financial guidance to an existing client bank and helping clients implement plans. You will have full paraplanning and client manager support.

You will research whole-of-market options, present tailored strategies and ensure all advice adheres to FCA rules. This position offers comprehensive bonuses and benefits alongside a rewarding career path.

Qualifications

• Level 4 Diploma in Financial minimum; Chartered (or working towards) desirable.
• Strong negotiation skills and extensive knowledge of UK financial regulations.
• Excellent customer service and ability to build lasting client relationships.

Responsibilities

• Provide independent financial advice across the full range of planning to an existing client bank.
• Meet with clients to discuss goals, assess requirements and provide investment recommendations.
• Research whole-of-market products to tailor investment options.
• Present tailored financial plans and ensure advice complies with FCA regulations.

Skills

Negotiation

Customer service

Organisational skills

Client service focus

Education

Level 4 Diploma in Financial Planning

Job description

Title: Financial Adviser

Type: Permanent

Hours: Full Time

Location: Inverness

Salary: £50,000 + comprehensive bonuses and benefits

Details:

Our client is looking to appoint a CF30 approved Financial Adviser to join their expanding team based in Inverness. In this employed role you will provide clients with expert guidance, researching the marketplace to recommend the most suitable financial products and services based on your client's needs and objectives and then help them put these plans into action. This is primarily a servicing role with an established client bank to inherit. Full paraplanning and client manager support is provided.

Duties include:

• Providing independent advice across the full range of financial planning to an existing client bank which includes high net worth clients with more complex advisory needs.
• Meeting with clients to discuss their financial goals, assess requirements, analyse and provide recommendations on investments.
• Research whole-of-market products to find the investment options for the client.
• Present tailored financial plans that outline how clients can achieve their long-term goals.
• Ensure all financial advice and reports follow FCA regulations and ethical standards.
• Update and maintain accurate and confidential client records in line with GDPR.
• Ongoing monitoring of the investment portfolio and adjust plans as clients' requirements change.

Essential Requirements:

Qualifications:

• Level 4 Diploma in Financial minimum, Chartered (or working towards) desirable.

Skills:

• Strong negotiation skills, deep understanding of UK financial regulations.
• Excellent customer service skills and the ability to build and maintain relationships with clients.
• Strong organisational skills and the ability to manage a varied workload.
• A passion for providing excellent client service, motivated and driven to ensure advice is in the client's best interests.

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