Financial Advisor

Cavendish Maine; Newport; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading Financial Planning firm in the UK is seeking an experienced Advisor to join their team in Newport. This desk-based role involves building sustainable client relationships, conducting annual reviews, and providing comprehensive financial advice. Candidates should be Diploma qualified, with strong technical knowledge in Financial Planning and ideally hold or have held CAS status. The position offers a flexible hybrid working model and a competitive salary with performance-related bonuses.

Qualifications

• Diploma qualified Advisor.
• Strong technical knowledge across all aspects of Financial Planning.
• Desire to obtain Chartered status is ideal.

Responsibilities

• Build sustainable relationships with clients.
• Complete annual reviews within required timescales.
• Handle client complaints and provide appropriate solutions.

Skills

Relationship building

Client needs assessment

Technical knowledge in Financial Planning

Education

Diploma in Financial Advice

CAS status

Job description

Job Description

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.

Role and Responsibilities

• Build sustainable relationships with clients
• Complete annual reviews within required timescales
• Identify and assess clients needs
• Write new business from carrying out annual reviews with existing clients Obtain and record the required meet regulatory KYC and suitability requirements.
• Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process client accounts and file documents

This role is desk-based with meetings conducted via phone and Teams. They have a flexible hybrid working model which allows you to split your time between home and office.

The Individual

The successful candidate will be :

• A Diploma qualified Advisor
• Hold or previously held CAS status
• Strong technical knowledge across all aspects of Financial Planning
• Ideally have a desire to obtain Chartered status.

The Package

• Salary circa £40k (depending on experience)
• 60k OTE

Extensive Company Benef...