Financial Advisor

We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support.

Responsibilities:

• Provide regulated Financial Advice across Pensions, Investments, Protection, and Tax planning
• Conduct detailed fact-finding meetings with new and existing clients
• Develop and present bespoke financial plans and recommendations
• Build and maintain long-term relationships with clients through regular reviews
• Manage and grow a portfolio of clients, ensuring high levels of retention and service
• Work closely with Paraplanners and Administrators to ensure efficient delivery of advice
• Ensure all advice is compliant with FCA regulations and internal procedures
• Identify opportunities for new business and referrals
• Keep up to date with financial markets, products, and regulatory changes

Skills Experience Required:

Diploma in Regulated Financial Advice or equivalent qualification.