Financial Advisor

JR United Kingdom; Newport-on-Tay; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A local financial services firm is seeking a Financial Advisor to take over an established client bank and ensure excellent client retention. Candidates must hold a Level 4 Diploma in Financial Planning. Experience in self-generating new business and working in small teams is encouraged. This role offers a salary between £50,000 to £70,000 plus bonuses and a hybrid working model.

Benefits

25 days holiday plus bank holidays

Pension scheme

Supportive team environment

Qualifications

• Must hold a full Level 4 Diploma in Financial Planning or equivalent.
• Experience as a Financial Advisor or relevant industry experience.
• Ability to generate new business through self-initiated efforts.

Responsibilities

• Take over an established client bank from a retiring Advisor.
• Ensure maximum retention of clients.
• Collaborate within a supportive team environment.

Skills

Self-generation of business

Networking

Client relationship management

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

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This employed Financial Advisor job in Shropshire offers an opportunity to take over an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will join a local financial planning firm.

You will take over approximately 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. A handover is likely to be in place to facilitate a smooth transition for both you and the clients.

You should be capable of generating new business, with leads and enquiries passed to you by the company. The existing client bank also has a proven track record of generating new business through referrals.

Individuals who can actively self-generate business—through networking, professional introducers, or referrals—would be rewarded.

You will be supported by an experienced team of Administrators and Paraplanners, many of whom have been with the business for several years and are familiar with the processes, clients, and providers. Weekly meetings ensure everyone is aligned on tasks.

You will join a team of 20 who work closely together to achieve optimal client outcomes.

• You must hold a full Level 4 Diploma in Financial Planning or equivalent.
• You should be an experienced Financial Advisor.
• Alternatively, the firm is open to candidates early in their financial advice career, such as Paraplanners or Mortgage Advisors, with industry experience.
• Experience working within small to medium teams is advantageous.

The Company

This local financial services firm maintains strong internal and external partnerships to provide excellent client service. The team values collaboration while also managing individual responsibilities.

• Salary ranges from £50,000 to £70,000 plus bonuses.
• Self-employment options are also considered.
• Hybrid working model with ideally 3 days in their Newport, Shropshire office.
• 25 days holiday plus bank holidays and pension scheme.
• Joining a friendly, supportive team.

Location

Newport, Shropshire

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