Financial Adviser

A reputable financial planning business established nearly 10 years ago are looking for an experienced Financial Adviser to join the growing team. The practice are dedicated to helping clients achieve their financial goals and aspirations. They take pride in providing a top-tier financial planning service that meets the diverse needs of clients.

The practice has seen significant growth through the acquisition of clients from reputable professionals, each serving a unique client base in the Yorkshire, Lincolnshire, and Derbyshire regions.

As they merge with another practice and expand their reach, they are seeking a versatile and dynamic Financial Adviser who can both nurture existing clients and drive new business opportunities.

Job Description:

We are looking for a Financial Adviser who is willing to take on a dual role of servicing existing clients and actively seeking opportunities to bring in new business. With the merging of practices, there is the potential to inherit a significant client base, making this an exciting opportunity for the right candidate.

Key Responsibilities:

• Build and maintain strong relationships with existing clients, ensuring their financial needs are met.
• Conduct financial assessments and provide tailored advice to clients.
• Actively seek and develop new business opportunities through networking and referrals.
• Stay up-to-date with industry trends and regulations to provide the best guidance to clients.
• Collaborate with the team to drive the overall success of the practice.

Requirements:

• Proven experience as a Financial Adviser.
• Strong communication and interpersonal skills.
• A proactive and self-driven approach to business development.
• A commitment to providing top-quality financial advice to clients.
• A willingness to both service existing clients and pursue new opportunities.
• The ability to adapt to a changing and dynamic financial landscape.

Benefits:

• Competitive salary, flexible and commensurate with experience.
• Auto-enrolment in the company’s pension scheme.
• Discretionary bonuses to reward your contributions to our success.
• Onsite parking in a beautiful rural location.
• Opportunity to work in a collaborative and growing team.

How to Apply:

If you are a motivated and dynamic Financial Adviser who is ready to take on the challenge of servicing existing clients while driving new business, please apply now! 

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF