Financial Advisor

CV Elite Limited; Lydiard Millicent; Hybrid; GBP 42,000 - 70,000; Full time

Benefits offered by this job

Life cover

Pension

Private medical insurance

25 days holiday + bank holidays

Professional qualifications support

Hybrid/flexible working

Job summary

Butler Toll Financial Planners in Swindon, Wiltshire, is seeking a Financial Planner (Adviser or Trainee) to service an established client portfolio. You will focus on relationship-building, ongoing service, and developing technical knowledge in a supportive independent firm.

The role offers hybrid/flexible working (office 1–2 days weekly) and progression toward Chartered status as you grow your advisory capabilities.

Qualifications

• Diploma qualified (DipPFS or equivalent) is required.
• Client facing experience in financial services or related professional services with a transition plan toward financial planning.
• Excellent communication and ability to build trusted relationships.
• Detail oriented, proactive and committed to compliant advice.

Responsibilities

• Conduct annual client reviews and assess ongoing suitability of existing arrangements.
• Provide advice on withdrawals, encashments and top-ups to existing plans.
• Maintain strong client relationships and ensure high service levels.
• Identify complex needs and refer to a Senior Financial Adviser as appropriate.
• Collaborate with colleagues to service client needs efficiently.
• Keep accurate, compliant records and ensure advice meets regulatory standards.

Skills

Client facing experience

Interpersonal skills

Communication

Education

DipPFS or equivalent

Job description

The Role

I am recruiting a Financial Planner (Financial Adviser or Trainee Financial Adviser) on behalf of Butler Toll Financial Planners, an independent Financial Planning firm, based in Swindon, Wiltshire (SN5) - flexible working is provided, with up to 4 days a week working from home.

The Person

We are happy to consider a Paraplanner or Associate Financial Planner with client facing experience, who is ready to transition into advising, or a service orientated Financial Adviser, keen to be employed by an independent financial planning firm and work in an environment where relationships and service are paramount. We will also consider a career changer with a wealth of professional services experience, who has demonstrated their commitment to transitioning into a career in financial planning, by obtaining the Diploma in Financial Planning (DipPFS or equivalent).

Working closely with experienced Advisers, the successful Financial Planner (Financial Adviser / Trainee Financial Adviser) will be Diploma qualified, intelligent, keen to learn, proactive, and detail orientated. You will have an exceptional ability to build warm and trusted relationships and will be confident, empathetic and passionate about making a difference to peoples’ lives. You will also be capable of analysing and addressing clients’ financial needs and goals, building trust and engendering confidence.

The Opportunity

We are looking for a Client Servicing Financial Planner, and this role is ideal for an Adviser who enjoys building strong relationships, providing ongoing service and developing your technical knowledge and financial planning skills. You will be responsible for servicing a portfolio of c.150 clients, conducting annual review meetings, building relationships and preparing recommendations. If you have not already worked as an Independent Financial Adviser, you will receive the support and training required to enable you to deliver an exceptional financial planning service with confidence. This is an employed role, where you will be servicing an established portfolio of clients – there is no requirement to ‘sell’ or build your own book of clients, as the business is well established and grows through reputation and recommendation.

Career Development

The successful Financial Planner (Financial Adviser / Trainee Financial Adviser) will enjoy a highly rewarding career, working for a caring and supportive company, who invest in, value and reward their team. As your experience and technical knowledge develop, there will be the opportunity to progress into a more senior advisory role, with more responsibility, more complex work and the support required to become Chartered.

Salary, Flexible Working and Benefits

Basic salary up to £70,000 (dependant on experience) + bonus + hybrid/flexible working (you are only required to be in the office 1-2 days per week, and we are also happy to consider flexible or part-time working arrangements for the right candidate) + benefits including support with professional qualifications and continued professional development, life cover, pension, private medical insurance and 25 days holiday + bank holidays.

The Company

Butler Toll Financial Planners was established in 1990 and is a fully independent financial planning firm, who are genuinely invested in and supportive of their clients’ future. They deliver a goals-based life planning service that changes how their clients live their lives and approach their goals and that is shaped by their culture, values and people.

Responsibilities

• Conducting annual client reviews and confirming the ongoing suitability of existing financial arrangements.
• Providing advice and support in relation to withdrawals, encashments and top-ups to existing arrangements.
• Maintaining strong, professional relationships with clients and ensuring they receive a consistently high level of service.
• Identifying clients with more complex financial planning requirements and collaborating with, or referring to, a Senior Financial Adviser as appropriate.
• Working collaboratively with colleagues to ensure client needs are dealt with efficiently and effectively.
• Keeping accurate and compliant records and ensuring all advice is delivered in accordance with regulatory requirements.
• Continuing to develop your technical knowledge, financial planning skills and understanding of clients' wider needs.

Skills and Experience Required

• Diploma qualified (DipPFS or equivalent), intelligent and keen to learn.
• Client facing experience gained in a financial advisory environment OR a wealth of experience gained in a professional services environment and a commitment to transitioning into financial planning.
• A skilled client relationship builder with exceptional interpersonal skills, who is confident, caring, trustworthy and emotionally intelligent.
• An exceptional communicator, both verbally and in writing.
• A proactive team player who is analytical, organised, with a keen eye for detail.

Recruitment

Dawn O’Shea is recruiting the Financial Planner (Financial Adviser / Trainee Financial Adviser) directly on behalf of Butler Toll Financial Planners so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted by telephone in the first instance to discuss the role and your requirements