Financial Advisor

Service Care Solutions; Essex; Híbrido; GBP 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

£250 referral bonus

Descripción de la vacante

A leading Independent Financial Advisory firm based in Essex is seeking an experienced Financial Adviser to deliver high-quality advice to clients. The role focuses on developing long-term client relationships and offers the support needed for professional growth. Successful candidates will need to be fully qualified and have experience in providing financial advice. This position offers hybrid working, a strong emphasis on collaboration, and a referral bonus for candidates that help place others in financial roles.

Formación

• Fully qualified Financial Adviser (Level 4 Diploma minimum).
• Experience delivering independent financial advice in a regulated environment.
• Strong client relationship management and communication skills.

Responsabilidades

• Provide high-quality independent financial planning advice to clients.
• Develop and maintain long-term client relationships.
• Work collaboratively with paraplanners and administrators.

Conocimientos

Client relationship management

Communication skills

Financial planning tools

Educación

Level 4 Diploma in Financial Advice

Herramientas

Financial planning and cashflow modelling tools

Descripción del empleo

Financial Adviser

Contract: Permanent

Start Date: ASAP

Contact: [e-mail]

Working Location: Hybrid Working

Job Description

Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.

The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes.

Key Responsibilities

• Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements.
• Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives.
• Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools.
• Build relationships through professional networks, referrals, and digital platforms where appropriate.
• Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery.
• Contribute positively to the firm’s culture, values, and community-focused initiatives.

Candidate Criteria

• Fully qualified Financial Adviser (Level 4 Diploma minimum).
• Experience delivering independent financial advice in a regulated environment.
• Strong client relationship management and communication skills.
• High standards of professionalism, integrity, and ethical conduct.
• Experience managing or developing an existing client bank.
• Confidence using financial planning and cashflow modelling tools.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email [e-mail].

Service Care Solutions also offers a £250 referral bonus! If you refer a suitable candidate who is placed into work, you will receive the bonus after their probationary period has been completed.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Referrals increase your chances of interviewing at Service Care Solutions by 2x.