Senior Diploma Qualified Financial Adviser

Solid Recruitment; Worthing; On-site; GBP 77,000 - 94,000; Full time

Benefits offered by this job

Excellent benefits package

Employed role

Existing client bank provided

Full administration & paraplanning

Job summary

Solid Recruitment is seeking a Senior Diploma Qualified Financial Adviser – Employed to join a forward-thinking firm in Worthing. The role is full-time and permanent with a salary up to £85k depending on experience and an OTE of about £130k plus benefits.

You will take on an existing client bank, with full administration and paraplanning support, allowing you to focus on delivering high-quality financial advice and compliant service.

Qualifications

• Diploma Level 4 qualification or higher.
• CAS certification.
• Proven track record in financial planning and wealth management.
• Excellent communication and client relationship skills.

Responsibilities

• Provide expert financial advice to clients.
• Build strong relationships and deliver excellent client outcomes.
• Develop new business opportunities from existing client bank.
• Work with admin and paraplanning teams for seamless delivery and maintain FCA compliance.

Skills

Excellent communication

Client relationship management

Business development

Results driven

Education

Diploma Level 4 (minimum) qualified Financial Adviser

CAS (Competent Adviser Status)

Job description

Role: Senior Diploma Qualified Financial Adviser – Employed

Location: Worthing

Position: Full time, Permanent

Salary: £85k d.o.e. OTE £130k + Benefits

Solid Recruitment are seeking a Diploma Qualified Financial Adviser to join a forward-thinking firm offering full administration and paraplanning support, taking on a well‑established existing client bank – so you can focus on what you do best: advising.

Why Apply for the Diploma Qualified Financial Adviser?

• Salary up to £85k d.o.e.
• Excellent benefits package
• Employed role
• Existing high quality client bank provided
• Full administration & paraplanning support

The Role of the Diploma Qualified Financial Adviser

• Provide expert financial advice.
• Build strong relationships & deliver excellent client outcomes
• Develop new business opportunities from existing client bank
• Work closely with admin & paraplanning teams for seamless deliveryMaintain compliance with FCA standards

What You’ll Bring

• Diploma Level 4 (minimum) qualified Financial Adviser
• Competent Adviser Status (CAS)
• Proven track record within financial planning and wealth management
• Excellent communication & client relationship skills
• Results-driven approach with high professional standards