Financial Adviser

GCB AGENCY RECRUITMENT; Norwich; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A rapidly growing financial services firm is looking for an experienced Financial Advisor to join their dynamic team. This role involves providing expert guidance on financial management and building strong client relationships. The ideal candidate should possess a Level 4 Diploma and demonstrate excellent communication and interpersonal skills while being target-driven.

Benefits

Fantastic company culture

Modern offices

Annual events

Collaborative environment

Qualifications

• Must hold a Level 4 Diploma in financial advice.
• Strong communication and interpersonal skills are essential.
• Ability to explain complex information clearly and simply.

Responsibilities

• Arranging client appointments and managing client relationships.
• Conducting annual client reviews and growing a client book.
• Maintaining high professional standards.

Skills

Excellent communication

Interpersonal skills

Listening skills

Networking

Target-driven mindset

Education

Level 4 Diploma

Job description

Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.

The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals. Our client offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth. This is an exciting opportunity to join a firm that’s making a real impact!

Salary package on offer for the role of Financial Advisor:

• £45,000 - £60,000 Basic Salary
• £100,000 OTE
• Bonus Structure

Working Hours:

• Monday – Friday
• Office or home-based dependent on location

Requirements for this Financial Advisor role:

• Level 4 Diploma
• Excellent communication, interpersonal and listening skills
• The capability to explain complex information simply and clearly
• The ability to network and establish relationships with clients
• A target-driven mindset

Responsibilities of the Financial Advisor are:

• Arranging client appointments
• Managing and maintaining client relationships
• Growing a successful client book
• Conducting annual client reviews
• Maintaining high professional standards