Financial Adviser - Milton Keynes

Blakemore Recruitment; Milton Keynes; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment agency is seeking a Financial Adviser in Milton Keynes to join an established financial advisory firm. The role involves client meetings, in-depth financial analysis, and preparing tailored financial plans. Candidates should aim for Chartered status and have a proven track record in providing financial advice. Attractive benefits are offered.

Qualifications

• Must be aiming to progress to Chartered status.
• Proven track record of providing financial advice.
• Excellent communication and client management skills.

Responsibilities

• Contact clients and set up meetings, either in-office or at clients' homes or businesses.
• Conduct in-depth reviews of clients' financial circumstances.
• Prepare tailored financial plans based on analysis.

Skills

Client interaction

Financial analysis

Regulatory compliance

Risk analysis

Education

Progress towards Chartered status

Proven track record in financial advice

Job description

Location - Milton Keynes

Role - Financial Adviser

We are currently assisting a well-established Independent Financial Advisory in Milton Keynes to recruit their next Financial Adviser to expand their successful team.

If you are friendly and approachable, this could be the role for you.

They are looking for someone aiming to progress to Chartered status with a proven track record of providing financial advice.

The firm offers a client bank, back-office systems, and compliance support.

Responsibilities:

1. Contact clients and set up meetings, either in-office or at clients' homes or businesses;
2. Conduct in-depth reviews of clients' financial circumstances, current provisions, and future goals;
3. Analyze information and prepare tailored financial plans;
4. Ensure clients receive relevant documentation promptly;
5. Prospect and contact potential clients in line with the firm’s business plan;
6. Complete risk analyses;
7. Collaborate with the technical team to research the marketplace and inform clients about products and services;
8. Assist clients in making informed decisions;
9. Review and adapt to clients' changing needs and financial situations;
10. Meet or exceed commercial targets;
11. Stay updated on new products, technical, or legislative changes;
12. Comply with the firm’s Compliance and Training & Competence Schemes/Procedures;
13. Adhere to the Financial Services and Markets Act 2000, FCA principles, rules, and codes of practice;
14. Maintain high performance standards as per KPIs;
15. Follow relevant advice and sales procedures;
16. Keep abreast of regulatory, product, legislative, and technical updates;
17. Conduct all client interactions professionally and courteously;
18. Ensure client files are compliant and records are securely maintained according to policies;
19. Gather sufficient client information before making recommendations;
20. Undertake product and market research;
21. Make suitable recommendations consistently;
22. Maintain all supporting documents diligently.

Great benefits are on offer. Please apply if you are suitable for this role.