Financial Advisor

Aspire Personnel Ltd; Olney; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in the United Kingdom is seeking a Financial Advisor to join their expanding Financial Planning team. The role involves servicing a client bank, generating new leads, and developing comprehensive financial plans. Ideal candidates will have strong communication skills and be committed to professional growth, ideally holding a Level 4 diploma in financial planning. The firm offers uncapped bonus potential and support for personal development, making it a great opportunity for professional advancement.

Benefits

Uncapped bonus potential

Paraplanning support

Pension benefits

Opportunity for self-employed basis

Qualifications

• Experience as a Financial Advisor with the ability to service an existing client bank.
• Knowledge of financial products and industry regulations.
• Commitment to personal and professional development.

Responsibilities

• Assess clients' financial circumstances and develop comprehensive financial plans.
• Generate new business leads and maintain relationships with clients.
• Stay updated with financial products and legislation.

Skills

Financial advisory experience

Strong communication skills

Relationship management

Business lead generation

Education

Level 4 diploma in financial planning

Tools

Dynamic Planner

Intelligent Office

Selecta Pension

Job description

Job Role

An exciting new opportunity has just arisen with one of our new clients who are a tax and wealth management company. Due to an extremely successful period of business, they are now looking to expand by adding a new member to the Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor's earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.

Key responsibilities

• Experience as a Financial advisor
• Servicing an existing client bank and generating new opportunities
• Be able to assess clients' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
• Strong communicator and relationship manager
• Committed to ongoing personal and professional development
• A candidate that has a 'go to' attitude and able to self generate own business leads
• Able to build strong relationships with both the clients and the team you will be working with.
• Keep up to date with financial products and legislation and comply with all industry rules and regulations.

Desirable

• Has previous experience in the financial services sector
• The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment adviceLooking to progress in their career and become chartered (if not already)
• Needs to be Flexibility/ adaptability to cope with change
• Needs to be computer literate, ideally used the following systems;
• Dynamic Planner
• Intelligent office
• Selecta pension

Benefits

• Uncapped bonus potential
• Paraplanning support will be provided
• Pension and death in service benefits after qualifying probation period
• Bonus payable after validation period
• Also, happy to look at self employed basis