Employed Financial Adviser - Polestar

Social network you want to login/join with: Employed Financial Adviser – Polestar, Swindon Location: Swindon, United Kingdom Job Category: Other EU work permit required: Yes Job Reference: Job Views: 5 Posted: 02.06.2025 Expiry Date: 17.07.2025 Job Description: We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role. We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service. We have created an environment where the team’s attitude is always a “can-do”. We are constantly striving to support our advisers and clients with better solutions and positive outcomes. Requirements Responsibilities: To provide comprehensive financial advice to a portfolio of clients across investments, pensions, and protection. Setting up meetings, conducting in-depth reviews of clients’ financial circumstances. Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions. Keeping up to date with legislation and meeting the regulatory aspects of the role. Undertake client acquisition by promoting client referral, networking with other professionals, and broader new business activities. Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests. CAS Achieved / Hold annual SPS (Statement of Professional Standing). Full Driving Licence. Experience working within a financial services background. Ability to build upon existing strong client relationships. Skills in acquiring and bringing on new clients. Full Administration Service Full Paraplanning Support Pension Holidays – 31 days rising to 33 days over 2 years #J-18808-Ljbffr