Job Title: New Business Financial Advisor
Location: Remote
Service Care Solutions are delighted to be working with a longstanding client of ours as they look to recruit a New Business Financial Advisor. This is a brand new, exciting role for someone that doesn’t have a transferable book and likes to win new business. You will be working closely with the lead generation team, that will provide all the leads, you just have to win the business.
What you will be doing:
- Managing and responding promptly to inbound leads generated through the firm’s marketing strategy.
- Conducting structured initial discovery meetings to understand client objectives, existing arrangements, concerns, and suitability for the firm’s proposition.
- Building rapport and trust with prospective clients through high-quality advice and professional relationship management.
- Converting opportunities into assets under management through effective financial planning and investment advice.
- Maintaining a strong conversion pipeline and proactively manage prospects through each stage of the advice journey.
- Delivering investment-focused advice including pensions, ISAs, general investment accounts, retirement planning, tax-efficient investing, and wealth management strategies. Ensuring all this is in line with FCA Regulations.
- Accurately document client interactions and recommendations within CRM systems.
- Work collaboratively with paraplanning, administration, compliance, and onboarding teams.
What you will have:
- Previous experience as a regulated Financial Adviser / Wealth Adviser.
- Experience working within a lead generation or inbound enquiry environment.
- Excellent communication, relationship-building, and presentation skills.
- Strong commercial awareness and sales capability within a regulated advice framework.
- Highly organised with strong pipeline management skills.
In return you will receive:
- Performance based bonus structure
- 25 days holidays + bank holidays + Christmas Shut down
- Pension with 6% employed contribution
- Group Life Assurance 4x Annual Salary
- Company Sick Pay and group income protection
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Financial Advisor in London employer: Service Care Solutions
As a leading non-maintained special school in Billingshurst, we pride ourselves on being an exceptional employer dedicated to the holistic development of our students and staff. Our supportive work culture fosters professional growth through continuous development opportunities, while our comprehensive benefits package, including mental health support and flexible pay options, ensures the wellbeing of our team. Join us in making a meaningful impact in the lives of students with special educational needs, all within a vibrant and innovative environment.
