Independent Financial Advisor — On-Site with Leads

Advice Rooms; Barnstaple; On-site; GBP 77,000 - 94,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Work Location: In person

Job summary

Advice Rooms in Barnstaple seeks a Financial Adviser to join the team. This full‑time, on‑site role involves delivering tailored financial and retirement planning advice, conducting client consultations, and developing personalised strategies.

You will stay up to date with regulatory changes to ensure compliant, unbiased guidance and will nurture long‑term client relationships. The role offers a competitive salary with on‑target earnings around £80,000, plus a structured commission scheme.

Qualifications

• Experience in financial planning or advisory services.
• Strong knowledge of pensions and investments.
• Good understanding of UK financial regulations and compliance.
• Ability to work independently while collaborating with a professional advisory team.

Responsibilities

• Conduct client consultations and assess financial objectives.
• Develop personalized financial strategies including pensions and investments.
• Build and maintain long‑term client relationships.
• Monitor market developments and ensure advice stays compliant and unbiased.
• Adapt financial plans as client circumstances evolve.

Job description

Advice Rooms in Barnstaple seeks a Financial Adviser to join the team. This full‑time, on‑site role involves delivering tailored financial and retirement planning advice, conducting client consultations, and developing personalised strategies.

You will stay up to date with regulatory changes to ensure compliant, unbiased guidance and will nurture long‑term client relationships. The role offers a competitive salary with on‑target earnings around £80,000, plus a structured commission scheme.