Financial Advisor

Vero HR Ltd; Oxford; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial services firm in the Isle of Man is seeking a dynamic Financial Adviser to provide personalized financial advice. Candidates should have a Level 4 Diploma in Financial Planning, a minimum of 2 years' experience in an advisory role, and strong interpersonal skills. This role offers a competitive salary and performance-based bonuses while supporting career progression in a collaborative environment.

Benefits

Competitive salary

Performance-based bonus structure

Support with professional development

Qualifications

• Minimum of 2 years’ experience in a client-facing advisory role.
• Strong interpersonal skills and a genuine passion for delivering excellent client outcomes.
• A good understanding of Isle of Man and UK financial services regulations.

Responsibilities

• Provide independent financial advice to new and existing clients.
• Conduct thorough fact-finding, needs analysis, and risk assessments.
• Build and maintain strong client relationships.

Skills

Financial Planning

Client Relationship Management

Interpersonal Skills

Education

Level 4 Diploma in Financial Planning

Level 6 or Chartered status

Job description

This role is based in the Isle of Man and will require candidates to relocate!

About Us:

Our client are a well-established, client-focused firm of Independent Financial Advisers based in the Isle of Man. They pride themselves on providing tailored financial advice and long-term wealth planning solutions to individuals, families, and business owners both locally and internationally. Their reputation is built on trust, professionalism, and a deep understanding of our clients' evolving needs.

As they continue to grow, they are seeking a dynamic and client-centric Financial Adviser to join the team and contribute to our ongoing success.

Key Responsibilities:

• Provide independent financial advice to new and existing clients across a range of areas including pensions, investments, protection, and estate planning.
• Conduct thorough fact-finding, needs analysis, and risk assessments to deliver personalised financial solutions.
• Build and maintain strong, long-term client relationships through regular reviews and proactive communication.
• Keep up to date with market developments, financial products, legislation, and compliance requirements.
• Work collaboratively with paraplanners and administrators to ensure smooth and efficient client service.
• Maintain accurate and compliant client records in line with regulatory and internal standards.

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent) – essential.
• Level 6 or Chartered status – desirable, or willingness to progress towards this.
• Minimum of 2 years’ experience in a client-facing advisory role.
• Strong interpersonal skills and a genuine passion for delivering excellent client outcomes.
• Ability to work independently, manage your own pipeline, and contribute to the wider team.
• A good understanding of Isle of Man and UK financial services regulations.
• Right to work in the Isle of Man.

What We Offer:

• Competitive salary and performance-based bonus structure.
• Support with continued professional development and exam progression.
• Collaborative, supportive working environment.

Interested? Then APPLY now for immediate consideration.