At a Glance
- Tasks: Provide expert financial guidance and develop tailored strategies for clients.
- Company: Join a supportive team dedicated to helping clients secure their financial future.
- Benefits: Enjoy a company pension, work from home options, and sick pay.
- Other info: All client leads provided; excellent opportunity for motivated individuals.
- Why this job: Make a real difference in people's lives while advancing your career in finance.
- Qualifications: Must have a Level 4 Diploma in Financial Advice and experience in financial planning.
The predicted salary is between 40000 - 60000 £ per year.
We are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base. ALL client leads provided! Existing book to manage. Employed or Self-Employed.
This role involves assessing clients' financial needs, developing tailored strategies, and supporting them in achieving their financial goals. The successful candidate will have a strong understanding of financial services and planning, with the ability to build lasting client relationships. They will be confident in working independently. This position offers an excellent opportunity for individuals passionate about helping others secure their financial future and looking to develop their career within the financial sector.
Responsibilities
- Conduct comprehensive financial assessments to understand clients' current financial status and future objectives.
- Develop personalised financial plans covering investments, pensions, insurance, estate planning, and other relevant areas.
- Provide clear, unbiased advice aligned with clients' needs, risk tolerance, and long-term goals.
- Keep abreast of industry regulations, market trends, and new financial products to offer up-to-date advice.
- Maintain detailed records of client interactions, recommendations, and transactions in compliance with regulatory standards.
- Build and nurture strong client relationships through regular reviews and ongoing support.
- Collaborate with other financial professionals to deliver holistic solutions where necessary.
- Ensure all advice complies with relevant legal and ethical standards within the financial services sector.
Skills
- Proven experience or strong interest in financial services and planning.
- Excellent interpersonal skills with the ability to communicate complex information clearly and confidently.
- Strong organisational skills with attention to detail for accurate record keeping and compliance.
- Ability to analyse clients' financial situations critically and develop effective strategies.
- Self-motivated with a proactive approach to client engagement and business development.
- Knowledge of relevant regulatory frameworks governing independent financial advice.
- Professional qualification is essential with Dip PFS or equivalent as a minimum.
This role is ideal for motivated individuals committed to delivering exceptional client service while advancing their expertise in the field of financial advisory services.
Benefits:
- Company pension
- Financial planning services
- On-site parking
- Sick pay
- Work from home
Application question(s):
- Do you hold a Level 4 Diploma in Financial Advice?
Experience:
- Financial planning: 2 years (required)
Work Location: In person - Camberley
Independent Financial Advisor employer: Surrey Hills Wealth Management
Join a dynamic team in Camberley as an Independent Financial Advisor, where you will enjoy a supportive work culture that prioritises professional growth and client success. With all client leads provided and an existing book to manage, you will have the unique opportunity to focus on delivering tailored financial solutions while benefiting from a company pension, sick pay, and the flexibility of working from home. This role is perfect for those passionate about helping clients secure their financial futures in a collaborative environment that values expertise and client relationships.
Contact Details:
Surrey Hills Wealth Management Recruitment Team
