Financial Adviser - All Leads provided

TN United Kingdom; Horsham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning practice in Horsham is seeking a qualified Financial Adviser to provide investment advice and financial planning to clients. The role involves engaging with clients, analyzing data, and ensuring compliance with industry regulations. Successful candidates will receive client leads and are expected to maintain and grow the client base while delivering best interest outcomes.

Qualifications

• Proven experience as a successful Financial Adviser.
• Relevant financial industry qualifications required.

Responsibilities

• Engage with clients to develop comprehensive financial plans.
• Analyze financial data to craft strategies that meet clients’ goals.
• Network and generate leads by promoting the company.

Skills

Attention to detail

Communication

Education

Relevant financial industry qualifications

Statement of Professional Standing

Tools

Word

Excel

Outlook

PowerPoint

relevant financial software

Job description

The provided job description is fairly detailed but could benefit from improved formatting and clarity for better readability and engagement. Minor restructuring and correction of typographical errors are recommended to enhance professionalism and focus.

Below is the refined version with better HTML structure and corrected language:

Financial Adviser - All Leads Provided, Horsham

Client: Blakemore Recruitment

Location: Horsham, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 7c94dc8a70ca

Job Views: 3

Posted: 14.05.2025

Expiry Date: 28.06.2025

Job Description:

We are currently recruiting for a Financial Planning practice that is looking to hire a Financial Adviser to join their team in Horsham. They seek a qualified IFA eager to join a busy practice. Client leads will be provided to the successful candidate.

Your role involves providing financial planning and investment advice to both new and existing clients, always adhering to the firm's principles. You will offer financial guidance, make product recommendations, research marketplace options, identify client needs, design financial strategies, and close sales.

You will spend your days discussing clients' financial objectives and risk tolerances, then recommending appropriate strategies. To excel, you should have the necessary licenses and in-depth knowledge of current financial products.

Main Duties and Responsibilities

• Engage with clients to assess expenses, income, insurance, financial goals, tax status, and risk tolerance to develop comprehensive financial plans.
• Analyze financial data to craft strategies that meet clients’ goals and guide them toward profitable, secure decisions.
• Maintain and grow the client base through relationship building.
• Network and generate leads by promoting the company to potential clients, valuers, providers, solicitors, and other professionals.
• Stay updated on industry trends and market research to support financial advice.
• Prepare or interpret financial summaries, investment reports, and income projections.
• Regularly review client accounts to adapt plans in response to life changes, economic shifts, or financial performance.
• Promote the company's policy of delivering Client Best Interest outcomes at all times.
• Ensure compliance with company policies, including Conflict of Interest and Incentive policies.
• Assist the Sales Manager and Sales & Development Director with daily duties, including supervising trainee advisers.
• Comply with all industry rules and regulations.
• Take responsibility for personal performance and identify areas for development.

Qualifications and Experience

• Relevant financial industry qualifications (essential).
• Up-to-date Statement of Professional Standing (essential).
• Proven experience as a successful Financial Adviser (essential).
• Proficiency in Word, Excel, Outlook, PowerPoint, and relevant financial software.
• Valid driver’s license.
• Attention to detail and ability to explain complex information clearly and simply.