Financial Adviser - Horsham

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

About the role

An excellent opportunity has arisen for a Fully Qualified Financial Adviser to join a well-established and highly respected financial services business in Horsham. The business has been established for over 35 years and has built a substantial client bank through continued organic growth. They are now looking for an experienced Adviser who can hit the ground running and provide a high level of service to existing clients, with servicing being the predominant requirement alongside the opportunity to write new business.

The opportunity

• Access to a large and established client bank, with over 300 existing clients currently earmarked for review and servicing
• New client leads provided by the business, with an average of two referrals per week
• Strong support from an experienced, friendly and efficient back-office team
• Opportunity to build a long-term career within an established financial planning practice, with a potential future opportunity to buy into the business

Key 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

About you

• A Fully Qualified Financial Adviser, experienced within financial planning and wealth management
• Competent and confident advising on protection, investments and pensions
• Client-focused with excellent communication and relationship-building skills
• Commercially aware, with the ability to identify and develop new business opportunities

Contract and package

There is flexibility around the structure of the role, with both employed and self-employed options available, depending on experience and preference. Employed option: £40,000-£65,000 depending on experience, with the potential for a future opportunity to buy into the business.