Financial Advisor

Advice Rooms; Barnstaple; Sur place; GBP 60 000 - 100 000; Plein temps

Résumé du poste

Advice Rooms in Barnstaple is seeking a Financial Adviser to join our team. This full-time, on-site role will provide tailored financial and retirement planning advice to clients, conduct consultations, assess objectives and develop personalised strategies.

You will advise on pensions and investments, build long-term relationships, stay compliant with UK regulations, and may receive leads daily. Diploma in Financial Planning (DipFA) required; experience in financial advisory preferred.

Qualifications

• Experience in financial planning or financial advisory services.
• Strong understanding of finance and investments.
• Experience advising on retirement planning and pensions is desirable.
• Good knowledge of compliance and regulatory requirements within the UK financial services industry.
• Ability to work independently while collaborating effectively with a professional advisory team.

Responsabilités

• Conduct client consultations and assess financial objectives.
• Develop personalised financial strategies for clients.
• Advise on pensions, investments and broader financial planning needs.
• Build and maintain long-term client relationships and adapt plans as needed.
• Stay up to date with products, legislation and market developments to ensure compliant advice.

Connaissances

Experience in financial planning or FI

Finance and investments

Retirement planning expertise

UK regulatory compliance knowledge

Independent with team collaboration

Formation

DipFA or Level 4 equivalent

Description du poste

Advice Rooms specialises in providing financial and retirement planning solutions through a team of experienced and knowledgeable industry professionals. With a whole-of-market, independent approach, we ensure our clients have access to a broad range of financial products and services.

Our commitment extends beyond initial advice. We provide a comprehensive ongoing service designed to support clients in achieving their long-term financial goals and expectations. Working on a national scale, we focus on developing tailored strategies that meet the diverse needs of our clients.

The Role

We are seeking a Financial Adviser to join our team in Barnstaple. This is a full-time, on-site position where you will provide tailored financial and retirement planning advice to clients.

You will be responsible for conducting client consultations, assessing financial objectives, and developing personalised financial strategies. This includes advising on pensions, investments, and broader financial planning needs. A key part of the role will also involve building and maintaining long-term client relationships and adapting financial plans as client circumstances evolve.

You will also be expected to remain up to date with financial products, legislation, and market developments to ensure advice remains compliant, suitable, and unbiased.

Remuneration and Leads

This position offers an attractive salary and commission structure with on-target earnings of approximately £80,000 per annum, with uncapped earning potential.

Remuneration can be structured as a salary and commission split depending on experience and preference. For advisers who bring an existing client bank or assets under management (AUM), alternative remuneration structures may be considered depending on the size and value of the assets introduced.

Qualified leads can be supplied on a daily basis, providing a consistent flow of new client opportunities to support business development.

Experience

• Experience within financial planning or financial advisory services
• Strong understanding of finance and investments
• Experience advising on retirement planning and pensions is highly desirable
• Good knowledge of compliance and regulatory requirements within the UK financial services industry
• Ability to work independently while collaborating effectively with a professional advisory team

Qualifications

• Diploma in Financial Planning (DipFA) or equivalent Level 4 qualification essential (Trainee or developing advisers currently working towards Level 4 qualifications will also be considered)
• Excellent communication and interpersonal skills
• Ability to build and maintain strong, long-term client relationships

Location

This role is based in Barnstaple, North Devon.