Financial Advisor

Advice Rooms; Barnstaple; On-site; GBP 77,000 - 94,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Work Location: In person

Job summary

Advice Rooms in Barnstaple seeks a Financial Adviser to join the team. This full‑time, on‑site role involves delivering tailored financial and retirement planning advice, conducting client consultations, and developing personalised strategies.

You will stay up to date with regulatory changes to ensure compliant, unbiased guidance and will nurture long‑term client relationships. The role offers a competitive salary with on‑target earnings around £80,000, plus a structured commission scheme.

Qualifications

• Experience in financial planning or advisory services.
• Strong knowledge of pensions and investments.
• Good understanding of UK financial regulations and compliance.
• Ability to work independently while collaborating with a professional advisory team.

Responsibilities

• Conduct client consultations and assess financial objectives.
• Develop personalized financial strategies including pensions and investments.
• Build and maintain long‑term client relationships.
• Monitor market developments and ensure advice stays compliant and unbiased.
• Adapt financial plans as client circumstances evolve.

Job description

Financial Advisor

North Devon

Full-Time | On-Site

About Advice Rooms

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.

If you are looking to join a growing financial advice firm with strong lead generation and the opportunity to build a successful advisory career, we would welcome your application.

Pay: Up to £85,000.00 per year

Benefits:

• Company pension
• Private medical insurance
• Work Location: In person