Independent Financial Advisor

JR United Kingdom; England; On-site; GBP 45,000 - 55,000; Full time

Job summary

An established industry player in financial planning is seeking a dedicated Financial Advisor to join their Brighton and Hove team. This role offers an exciting opportunity to provide ethical financial advice to clients through established relationships and warm leads. With a focus on personal financial planning, you will play a crucial role in developing new business avenues while ensuring compliance with regulatory standards. This position promises career growth, enhanced remuneration, and the chance to make a significant impact within a supportive environment. If you're passionate about financial advice and client service, this role could be your next big step.

Qualifications

• Must have achieved Competent Advisor Status.
• Relevant regulated advice experience required.

Responsibilities

• Provide comprehensive personal financial advice to clients.
• Deliver clear, ethical advice across investments and pensions.
• Develop new business avenues through excellent service.

Skills

Regulated financial advice

Client relationship management

Business development

Education

Diploma level 4 qualification

Job description

Independent Financial Advisor, Brighton and Hove

Client: IDEX Consulting Ltd

Location: Brighton and Hove, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Details

Views: 2

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description

Salary up to £55,000 plus bonus and benefits.

A highly regarded Financial Planning practice in Brighton and Hove is looking to expand its Financial Advice team. Due to growth plans for 2025, they seek a Financial Advisor to join their Hove office.

The role involves providing comprehensive personal financial advice to clients via video and telephony, primarily through existing relationships, introducers, and warm leads.

• Providing regulated advice across investments and pensions
• Delivering clear, ethical advice to clients
• Developing new business avenues through excellent service and client outcomes
• Gathering sufficient client information to research and recommend the best options
• Maintaining all supporting documentation
• Ensuring Statement of Professional Standing (SPS) is current
• Upholding organizational values and ethics

Candidates must have at least Diploma level 4 qualification, achieved Competent Advisor Status, and have relevant regulated advice experience.

This opportunity offers potential for career growth, increased remuneration, and increased influence within a supportive team with full back-office support and warm leads.

If you meet the criteria, can travel to Hove, and are interested in this role, please apply for a confidential discussion.