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Negotiable
An opportunity for an experienced Financial Adviser to join a growing financial planning business, inheriting an existing client portfolio and developing further business opportunities. The role focuses on delivering high-quality independent financial advice while maintaining regulatory compliance and building long-term client relationships. This a full time position based in Essex.
Key Responsibilities
? Provide independent financial planning and wealth management advice to clients.
? Manage and develop an existing client bank.
? Conduct client reviews and maintain ongoing relationships.
? Gather and analyse client financial information to formulate suitable recommendations.
? Research and evaluate financial products and solutions.
? Build relationships with professional introducers and third-party partners.
? Identify opportunities to grow market share and enhance client experience.
? Keep up to date with industry, regulatory and legislative developments.
? Ensure all activity complies with FCA requirements and company compliance procedures.
? Maintain accurate client records and update internal systems.
Requirements
Essential
? Minimum 5 years' experience as an Independent Financial Adviser.
? Level 4 Diploma qualified (or equivalent approved qualification).
? Strong knowledge of:
o Wealth management
o Pensions
o Investments
o Protection planning
o UK financial services marketplace
? Excellent communication and presentation skills.
? Strong analytical and decision-making ability.
? Entrepreneurial mindset with a proactive approach to business development.
? Commitment to ongoing CPD and maintaining a Statement of Professional Standing (SPS).
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