UA-185291695-1 Financial Adviser, Jobs, 220

Financial Adviser

Financial Planner - Blackburn, North West England

Ref: 220Friday 1 October 2021

An opportunity has arisen to join the Wealth Management team as a Financial Adviser

To work as part of the Wealth Management team providing an excellent service to clients’ in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs.


Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare plans and check their accuracy

Respond to prospective customers on planning-related queries

Assist in the development plans for the company


To be considered:

Passionate about providing great client service.

Be familiar with the use of recognised software applications (Word, Excel, Outlook)

Have a Level 4 Diploma in Financial Planning and working towards CII Chartered status.


Salary: Dependent on experience Benefits:

28 days’ holiday per annum + bank holidays (3.5 days to be used for the Christmas closedown)

On site free parking

Flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays etc.

 Employer pension contribution of 8%

Death in Service life cover of 4 x salary

Full technical training and support