Financial Advisor

Tate Recruitment; Taunton; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading wealth management firm in Taunton is seeking an experienced Independent Financial Adviser to join their growing team. You will provide bespoke financial advice and work closely with clients to achieve their goals. The ideal candidate has at least 3 years of experience in a similar role and a Level 4 Diploma in Financial Planning. This full-time position offers a dynamic environment with ample growth opportunities.

Qualifications

• Minimum 3 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment.
• Must have strong Pension, Trust and IHT planning experience.
• Sharp attention to detail and a client-driven approach.
• Ability to network with professional connections and generate new business.
• Proactive self-starter thrives in a dynamic environment.
• Tech-savvy with experience using CRMs and cash flow tools.
• Strong Pension, Trust and IHT planning experience.

Responsibilities

• Provide clients with holistic financial advice.
• Design bespoke financial plans for each client.
• Understand the clients' goals and aspirations.
• Gain referral business from existing clients.
• Identify and close new business.
• Maintain accurate client records per policy.

Skills

Experience in Independent Financial Advisory role

Detail-oriented

Client-driven

Networking skills

Proactive

Tech-savvy

Technical ability in pension and trust planning

Education

RQF level 4 Diploma in Financial Planning

Chartered (in progress)

Tools

Intelligent Office back office system

CRMs

Cash flow planning tools

FE analytics

Job description

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Base pay range

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Principal Consultant/Headhunter @ Tate Recruitment

Independent Financial Adviser

About the Company

The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.

The Opportunity

This is a very exciting opportunity for a Independent Financial Adviser to join an established growing financial planning firm. You we will be working within a hand picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm.

Financial Advisor duties and responsibilities

Financial Advisors perform several tasks to serve their clients better. Their responsibilities vary depending on their speciality, but often include:

• Providing clients with holistic financial advice.
• Design bespoke financial plans for each client.
• Understanding the clients goals and aspirations.
• Gaining referral business from existing clients.
• Identifying and closing new business.
• Keep accurate client records.
• Review all clients in line with company policy and the consumer duty directive.
• Uphold the company name in the highest regard.
• Work alongside your support team and motivate the team.

As an Independent Financial Adviser you will need:

• Experience: Minimum 3 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment.
• Qualification Minimum: RQF level 4 Diploma in Financial Planning and / or working towards chartered.
• Detail-Oriented: You have a sharp eye for detail and a passion for getting things right first time.
• Client-Driven: You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client.
• Networking: You are able to network with professional connections and cultivate new business introductions.
• Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
• Tech-Savvy: Comfortable using CRMs, cash flow planning tools, FE analytics.
• Technical Ability: Must have strong Pension, Trust and IHT planning experience.

Experience of Intelligent Office back office system.

How to Apply: Please contact Marie McDermott on 02030964533 or email [e-mail] to discuss this superb opportunity.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting