Financial Adviser

Eden Rose; Kimbolton; Presencial; NZD 141 000 - 153 000; Tempo integral

Resumo da oferta

Eden Rose in Kimbolton is seeking a Level 4 qualified Financial Adviser to join a well-established Independent Financial Advice practice where you can develop strong client relationships and drive new business.

This permanent role offers long-term stability, a supportive team, and a relationship-led culture with a focus on proactive financial planning and FCA compliance. You will work closely with advisers and staff to deliver high-quality guidance.

Qualificações

• Level 4 qualified financial adviser.
• Experience in financial advice, preferably within an IFA.
• Strong technical knowledge of financial planning and investments.
• Experience with new business and prospective clients.
• Good understanding of FCA and regulatory requirements.
• Team-focused with relationship-building abilities.

Responsabilidades

• Develop and manage new and prospective client relationships.
• Generate and convert new business opportunities.
• Meet clients, assess needs and establish financial objectives.
• Deliver high-quality, compliant, tailored financial advice.
• Prepare, present and implement recommendations.
• Advise across financial planning solutions, particularly GPP.
• Collaborate with paraplanning and support teams for a smooth client journey.
• Build and develop long-term client relationships.
• Ensure FCA and internal compliance requirements are met.
• Stay updated with product, regulatory changes and market trends.
• Support ongoing growth of the practice.

Conhecimentos

Client relationships

Business development

Communication

Regulatory compliance

Formação académica

Level 4 Financial Adviser qualification

Descrição da oferta de emprego

£60,000–£65,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship-Led Culture

Are you a Level 4 qualified Financial Adviser looking to join a well-established Independent Financial Advice practice where you can develop strong client relationships and play a key role in growing new business?

• Job Ref 91165
• Location Kimbolton
• Salary £60,000 - £65,000 Per Annum
• Employment Type Permanent
• Location: Kimbolton, Cambridgeshire
• Type: Permanent
• Job #91165
• Salary: £60,000 - £65,000 Per Annum

Financial Adviser – Kimbolton

£60,000–£65,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship-Led Culture

Are you a Level 4 qualified Financial Adviser looking to join a well-established Independent Financial Advice practice where you can develop strong client relationships and play a key role in growing new business?

This is an excellent opportunity to join an established IFA practice with decades of experience, offering a stable, supportive and collaborative working environment.

The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you’ll have the opportunity to build relationships with new and prospective clients while providing high-quality, holistic financial advice.

The role will have a strong focus on both new business and relationship development, working with new and prospective clients from initial contact through to becoming established long-term clients.

The Role

• Develop and manage new and prospective client relationships
• Generate and convert new business opportunities
• Meet clients, assess needs and establish financial objectives
• Deliver high-quality, compliant, tailored financial advice
• Prepare, present and implement recommendations
• Advise across financial planning solutions, particularly GPP
• Work closely with paraplanning and support teams to deliver a smooth client journey
• Build and develop long-term client relationships
• Ensure FCA and internal compliance requirements are met
• Keep up to date with product, legislative and regulatory changes
• Support the continued growth of the practice

The Person

• Level 4 qualified minimum
• Experience in financial advice, ideally within an IFA
• Strong technical knowledge of financial planning and investment products
• Experience with new business and prospective clients
• Strong relationship-building and business development skills
• Excellent communication and interpersonal skills
• Good understanding of FCA and regulatory requirements
• Organised, professional and commercially aware
• Client-focused with a commitment to quality advice
• GPP experience desirable
• Proactive and able to work effectively within a close-knit team