Liverpool
Job Title: Financial Adviser
Location: Liverpool
Salary: Flexible+ Bonus
Overview
We are seeking a motivated and client-focused Financial Adviser to join our team. The successful candidate will provide expert financial advice, build strong client relationships, and help individuals and businesses achieve their financial goals.
Key Responsibilities
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Provide tailored financial planning and investment advice in line with clients’ needs and objectives.
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Develop and maintain long-term relationships with clients, delivering exceptional service and support.
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Conduct regular client reviews to assess financial circumstances and update strategies accordingly.
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Generate new business opportunities through referrals, networking, and professional connections.
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Ensure all advice and recommendations comply with FCA regulations and company policies.
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Prepare and present financial reports, recommendations, and cashflow planning when required.
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Work collaboratively with paraplanners, administrators, and colleagues to deliver a seamless client experience.
Requirements
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Level 4 Diploma in Regulated Financial Planning (minimum).
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Chartered or progressing towards Chartered status (desirable).
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Demonstrable experience as a Financial Adviser with a strong track record of success.
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Excellent communication and relationship management skills.
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Ability to generate and develop business opportunities.
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Strong technical knowledge of pensions, investments, protection, and tax-efficient planning.