Financial Advisor

Service Care Solutions; Greater London; Remote; GBP 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

Performance bonus

25 days holidays + bank holidays + X/M

Pension with 6% employer contribution

Group Life Assurance 4x annual salary

Sick pay & income protection

Zusammenfassung

Service Care Solutions are partnering with a client to recruit a New Business Financial Advisor. This remote role focuses on winning new business with leads provided by the lead generation team, while adhering to FCA regulations and maintaining meticulous client records.

You’ll work closely with compliance and onboarding to ensure a smooth client journey. The successful candidate will have prior experience as a regulated Financial/Wealth Adviser, strong communication skills, and a proven track

Qualifikationen

• Must have experience as a regulated Financial Adviser / Wealth Adviser.
• Experience in lead generation or inbound enquiries helpful.
• Excellent communication and relationship-building skills.
• Strong commercial awareness within a regulated advice framework.

Aufgaben

• Respond promptly to inbound leads from marketing efforts.
• Conduct discovery meetings to understand client objectives and suitability.
• Build rapport and provide high-quality advice to convert leads into assets under management.
• Document client interactions and recommendations in the CRM.
• Collaborate with paraplanning, administration, compliance and onboarding teams.

Kenntnisse

Regulated advisory experience

Lead generation experience

Relationship management

Sales capability

Tools

CRM systems

Jobbeschreibung

Job Title: New Business Financial Advisor

Location: Remote

Service Care Solutions are delighted to be working with a longstanding client of ours as they look to recruit a New Business Financial Advisor. This is a brand new, exciting role for someone that doesn’t have a transferable book and likes to win new business. You will be working closely with the lead generation team, that will provide all the leads, you just have to win the business.

What you will be doing:

• Managing and responding promptly to inbound leads generated through the firm’s marketing strategy.
• Conducting structured initial discovery meetings to understand client objectives, existing arrangements, concerns, and suitability for the firm’s proposition.
• Building rapport and trust with prospective clients through high-quality advice and professional relationship management.
• Converting opportunities into assets under management through effective financial planning and investment advice.
• Maintaining a strong conversion pipeline and proactively manage prospects through each stage of the advice journey.
• Delivering investment-focused advice including pensions, ISAs, general investment accounts, retirement planning, tax-efficient investing, and wealth management strategies. Ensuring all this is in line with FCA Regulations.
• Accurately document client interactions and recommendations within CRM systems.
• Work collaboratively with paraplanning, administration, compliance, and onboarding teams.

What you will have:

• Previous experience as a regulated Financial Adviser / Wealth Adviser.
• Experience working within a lead generation or inbound enquiry environment.
• Excellent communication, relationship-building, and presentation skills.
• Strong commercial awareness and sales capability within a regulated advice framework.
• Highly organised with strong pipeline management skills.

In return you will receive:

• Performance based bonus structure
• 25 days holidays + bank holidays + Christmas Shut down
• Pension with 6% employed contribution
• Group Life Assurance 4x Annual Salary
• Company Sick Pay and group income protection