Financial Advisor

Premier Jobs UK; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in the UK is seeking an experienced Financial Advisor to manage a client bank of approximately £25m in funds. The role involves servicing clients across Bedfordshire, Hertfordshire, and Buckinghamshire while developing new business opportunities. Ideal candidates should possess a Level 4 Diploma in financial planning and have at least 2 years of client-facing experience. This hybrid position offers flexibility between home working and in-person meetings.

Qualifications

• 2+ years' client facing experience as Financial Advisor.
• Experience advising on pensions, investments, and protection.

Responsibilities

• Service existing clients and build long-term relationships.
• Conduct in-depth reviews to understand clients' financial goals.
• Develop new business from existing clients and referrals.

Skills

Client relationship building

Financial planning

Business development

Education

Level 4 Diploma in financial planning or equivalent

Job description

This employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this further.

It is important you enjoy building long-term relationships with clients, and deliver in-depth reviews to understand their current and future goals and objectives. You will be advising on pensions, investments, protection and other financial needs.

The clients are spread across Bedfordshire, Hertfordshire and Buckinghamshire. This is a hybrid role with element of home working, visiting clients and once a week to their Luton office. The business uses a mixture of telephone, video and in-person client meetings.

Alongside servicing the clients, you should look to develop new business from existing clients, referrals or lead generation methods.

Financial Advisor Requirements

• You should hold fully Level 4 Diploma in financial planning or equivalent

You should have 2+ years' client facing experience as Financial Advisor...