Financial Adviser (1099)

Ref: 1099

Our client, a Financial Advisory firm based in Ottery St Mary, is searching for a Financial Adviser to join them on a full-time, permanent basis. Your role will be focused around delivering the firm’s client service proposition to the highest standards, whilst also adhering to FCA rules and procedures. You will have a minimum of 5 years PQE working with high-net worth clients, and you will be qualified to Advanced Diploma level 6.

What will you be doing as a Financial Adviser?

  • Communicating with clients to determine their expenses, income, insurance coverage, and financial objectives, among other details.
  • Providing advice to clients regarding financial plans and strategies.
  • Advising clients regarding insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts regularly to check if any changes in their plans are necessary.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Building and maintaining your client base.

Skills/Qualifications of a Financial Adviser:

  • At minimum, you should have 5 years’ experience working with high-net-worth UK resident private clients, delivering financial planning and investment management services with a good track record.
  • You should be qualified to an Advanced Diploma level 6 and have a sound command of the financial planning process and regulatory frameworks.
  • You should possess excellent communication skills and have an ability to listen, empathise and build trust with clients.
  • You will be able to analyse and interpret quantitative and qualitative data in order to diagnose a challenge or opportunity.
  • An ability to be trustworthy and diplomatic is essential.
  • You will have a strong sense of initiative and will be able to manage your goals and deadlines effectively.

The Benefits:

  • Access to a Discretionary health cash plan
  • Access to a Life assurance scheme  
  • Availability of an employee assistance programme
  • Opportunities for training and development

Ref: 8834

Recruitment Consultant: Joanne Howell


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