Financial Advisor

Jobshop are delighted to be working exclusively with a growing, forward-thinking IFA firm, who truly put their clients at the heart of all that they do.

This role would suit either an experienced Financial Advisor, or a level 4 Diploma qualified Paraplanner, looking to take that next step up and who is committed to delivering exceptional client support.

This customer focused role, has an emphasis on building lasting relationships. You will primarily be servicing existing clients and providing them with quality, holistic advice, although you will also have the opportunity to bring on new business.

The Financial Advisor will have full administrative support. There is real collaboration within the team, providing the ideal environment for someone wanting to develop and grow as a Financial Advisor.

Responsibilities of the Role:

• Build and nurture long term relationships with clients.
• Provide tailored, expert advice on retirement planning, pensions, protection and investments, helping clients to reach their financial goals.
• Conducting regular reviews with clients.
• Stay informed about industry regulations & compliance requirements, ensuring that all advice provided is in line with these.
• Develop new client relationships from leads provided.
• Ensure records are kept up to date and compliant.

About You:

Ideally you will be Level 4 Diploma qualified and have experience of providing financial advice in a similar role. We are also keen to hear from applicants who have paraplanning experience and are looking to take the next step in their career. You will also need to have:

• Excellent interpersonal and relationship building skills.
• The ability to convey complex information clearly and effectively.
• Strong organisational skills and attention to detail.
• The ability to work independently, as well as collaboratively in a supportive environment.

Benefits

A basic salary of £45,000 -£55,000 + a very generous bonus scheme.

Benefits include hybrid working arrangements and a generous holiday entitlement.