Financial Adviser

Financial Planner - Newbury, South East England

Ref: 1424Wednesday 13 March 2024

£60,000 - £75,000

Are you ready to take your financial advisory career to the next level? Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through. This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition. The Marketing Director has put in place a robust lead-generation platform that is keeping the Advisers busy and they need a new Adviser to deal with demand. 

 

The salary range for a Financial adviser is £60,000 - £75,000 + Bonus

 

Be part of a thriving financial advisory team with a portfolio of clients and leads provided! No need to start from scratch – hit the ground running and grow your portfolio with leads provided.

Work for an IFA firm with a collective experience exceeding 20 years in the Financial Planning industry, their dedicated team boasts seasoned professionals who provide independent advice.

The team specialise in pensions and family wealth planning, and have made it their mission to bestow unparalleled financial security upon each and every client. They provide top-notch service and deliver personalised advice tailored to each persons unique needs and requirements.

Responsibilities:

 

Help clients realise their financial dreams and make informed investment decisions. Your expert advice can secure their financial future.

Enjoy a dynamic role that includes client consultation, financial analysis, investment strategy, portfolio management, risk management, and more.

Keep your finger on the pulse of the financial world. You'll stay ahead with market trends, economic conditions, and the latest investment opportunities.

Ensure that all financial advice provided complies with relevant regulations and ethical standards.

Establish and maintain strong, trust-based relationships with clients, earning their confidence and loyalty.

Educate clients on financial principles and strategies to empower them to make informed financial decisions.

Provide regular performance reports and updates to clients on the status of their investments and the progress toward their financial goals.

 

To be considered:

 

Level 4 Diploma qualified

Experience developing client relationships

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