Financial Advisor — Grow Your Client Portfolio & Plans

Aspire Personnel Ltd; Olney; On-site; GBP 32,000 - 55,000; Full time

Job summary

Aspire Personnel Ltd is seeking a Financial Advisor to support a growing wealth management practice in the UK. You will service an existing client base, generate new opportunities, and provide comprehensive financial planning across pensions, investments and protection.

The successful candidate will have completed FA qualifications, experience in financial services and a proactive, relationship-driven approach to advising clients.

Qualifications

• Requires ongoing professional development and staying up to date with industry regulations.
• Experience advising on pensions, investments, protection, and inheritance tax planning.
• Ability to assess clients’ financial circumstances and develop comprehensive financial plans.

Responsibilities

• Servicing an existing client bank and generating new opportunities.
• Advise on complex financial matters with professional expertise.
• Build strong relationships with clients and the team; self-generating leads.

Skills

Strong communication

Client relationship management

Self-motivated

Financial planning

Education

Level 4 Diploma in Financial Planning

Job description

Aspire Personnel Ltd is seeking a Financial Advisor to support a growing wealth management practice in the UK. You will service an existing client base, generate new opportunities, and provide comprehensive financial planning across pensions, investments and protection.

The successful candidate will have completed FA qualifications, experience in financial services and a proactive, relationship-driven approach to advising clients.