Independent Financial Adviser

Asset Recruit; Sheffield; On-site; GBP 35,000 - 55,000; Full time

Job summary

A wealth management company in Sheffield seeks a Financial Adviser to provide strategic advice on financial products, develop comprehensive financial plans, and cultivate client relationships. Candidates must have a Level 4 Diploma in Financial Planning and be able to self-generate clients. This role offers the opportunity to work with a significant client bank while keeping up with industry regulations and developments. Ideal for goal-oriented professionals.

Qualifications

• Minimum Level 4 Diploma in Financial Planning required.
• Ability to self-generate clients from personal networks.

Responsibilities

• Provide strategic advice across various financial products.
• Assess client's financial circumstances and develop plans.
• Make tailored recommendations to clients.
• Cultivate and maintain relationships with clients.
• Stay updated on industry developments and legislation.

Skills

Diploma in Financial Planning

Client relationship management

Strategic advice

Financial product knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients. Client bank is provided by the firm, although the successful advisers will be expected to self‑generate new clients from their own sources/introducers. Required – Min Level 4 Diploma in Financial Planning.

The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

• Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
• Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
• Make recommendations to clients that meet their goals and ambitions
• Cultivate the client base and build relationships
• Keep abreast of new industry developments and research the market to ensure that knowledge is current
• Keep up to date with financial products and legislation and comply with all industry rules and regulations

Please go to the Asset Recruit website, Facebook and LinkedIn pages to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.