Hybrid Financial Advisor – Build Client Wealth

Cavendish Maine; Newport; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading Financial Planning firm in the UK is seeking an experienced Advisor to join their team in Newport. This desk-based role involves building sustainable client relationships, conducting annual reviews, and providing comprehensive financial advice. Candidates should be Diploma qualified, with strong technical knowledge in Financial Planning and ideally hold or have held CAS status. The position offers a flexible hybrid working model and a competitive salary with performance-related bonuses.

Qualifications

• Diploma qualified Advisor.
• Strong technical knowledge across all aspects of Financial Planning.
• Desire to obtain Chartered status is ideal.

Responsibilities

• Build sustainable relationships with clients.
• Complete annual reviews within required timescales.
• Handle client complaints and provide appropriate solutions.

Skills

Relationship building

Client needs assessment

Technical knowledge in Financial Planning

Education

Diploma in Financial Advice

CAS status

Job description

A leading Financial Planning firm in the UK is seeking an experienced Advisor to join their team in Newport. This desk-based role involves building sustainable client relationships, conducting annual reviews, and providing comprehensive financial advice. Candidates should be Diploma qualified, with strong technical knowledge in Financial Planning and ideally hold or have held CAS status. The position offers a flexible hybrid working model and a competitive salary with performance-related bonuses.