Financial Advisor

Stellar Select; England; On-site; GBP 51,000 - 60,000; Full time

Job summary

A financial services firm in Kendal seeks an experienced Financial Advisor to manage an established client bank while developing new opportunities. You will provide tailored financial advice, conduct in-depth reviews, and design strategies to help clients achieve their goals. The position requires a Level 4 Diploma in Financial Planning and strong communication skills. This role offers excellent earning potential and long-term career growth.

Qualifications

• Good knowledge around investments and pensions.
• Strong networking and influencing abilities.
• Self-motivated and highly organised.

Responsibilities

• Inherit and manage an established bank of loyal clients.
• Conduct in-depth reviews of clients' financial circumstances.
• Design financial strategies that meet individual client needs.

Skills

Excellent communication

Negotiation skills

Analytical thinking

Relationship-building

Target-driven

Education

Level 4 Diploma Qualified in Financial Planning

Job description

Overview

Job Title: Financial Advisor

Location: Kendal

Salary: Up to 60,000 + OTE over 100K & Benefits

Hours: Monday to Friday, 9:00 am to 6:00 pm

About the position of Financial Advisor:

We are seeking an ambitious and experienced Financial Adviser to join our client, a well-established and successful financial services firm. This is a unique opportunity to inherit an existing bank of loyal clients, giving you an immediate platform to build trusted relationships while developing new opportunities.

Reporting to the Director of Financial Services, you will provide specialist advice, conduct in-depth financial reviews, and design tailored strategies to help clients achieve their long-term goals. With a Level 4 Diploma qualification, expertise in investments and pensions, and a proven compliance record, you'll have the chance to make a real impact while enjoying excellent earning potential and long-term career growth. Full admin support is provided!

Responsibilities

• Inherit and manage an established bank of loyal clients, while also developing new opportunities.
• Conduct in-depth reviews of clients' financial circumstances, current provision, and future goals, providing tailored advice and clear recommendations.
• Analyse information and complete risk assessments to design financial strategies that meet individual client needs.
• Leverage dedicated administrative support to ensure smooth client service and allow you to focus on advice, strategy, and relationship-building.
• Research the marketplace to identify and recommend the most suitable investment, pension, and wealth management products.
• Maintain strong, long-term client relationships by responding to changing financial circumstances and proactively keeping clients informed of opportunities or legislative changes.
• Negotiate with product providers to secure competitive terms and deliver the best possible outcomes for clients.
• Produce professional financial reports and achieve sales targets while operating to the highest ethical and regulatory standards (FCA compliance).

Qualifications

• Level 4 Diploma Qualified in Financial Planning
• Good knowledge around investments and pensions
• Excellent communication, interpersonal, and listening skills with the ability to explain complex information clearly.
• Strong networking, relationship-building, negotiation, and influencing abilities.
• Analytical thinking, research skills, and sound decision-making.
• Target-driven, self-motivated, and highly organised with effective time management.
• Team player with a flexible approach to work and high levels of customer service.
• Numeracy and IT proficient, with a strong ethical mindset and respect for client confidentiality

For more information regarding the role of Financial Advisor, please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.