Independent Financial Advisor

Role

Due to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Plymouth. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.

My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.

Responsibilities:

• Provide expert financial advice on pensions, investments, and wealth management.


• Build and nurture strong client relationships to help them achieve their financial goals.


• Conduct virtual consultations using the latest technology.


• Stay compliant with FCA regulations while delivering high-quality service.


• Proactively develop new business opportunities through enquiries, referrals, and lead generation.


• Meet client demands, keep them up to date with progress, and engendering trust and respect.


• Aligning all processes with client service agreements.


• Creating and maintaining compliant client files where all communication is documented correctly.

• Successful candidates must have a full Diploma in Financial Planning Level 4.


• Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.


• Having your own client base is not essential but would be advantageous.


• Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages.


• You must be well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required.

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