Independent Financial Adviser - mbf. : Job Details

We are working with a very successful Financial Advisory Practice to recruit an experienced Financial Adviser. Our client provides holistic financial planning solutions to a range of clients across the South West, they are a friendly & professional business that have a unique approach to financial advice.

Due to a number of acquisitions and a recent retirement our client is seeking to recruit an additional Financial Adviser who can come in and take on a portfolio of clients.

As an experienced Financial Planner, you will leverage your expertise to provide tailored financial advice to clients.

Your responsibilities will include:

• Managing and servicing an existing/substantial book of business, nurturing strong client relationships and ensuring their ongoing financial needs are met.
• Identifying new business opportunities and proactively seeking ways to drive company growth
• Offering comprehensive services across all areas of financial advice
• Work closely with the Paraplanning & Administration teams to provide a truly first-class service to clients.
• Staying up-to-date with industry trends, market changes, and regulatory developments to provide accurate and relevant advice to clients.

To be considered for this role, you should have:

• Previous experience as a Financial Adviser
• Strong knowledge of financial products and market trends
• Excellent communication and interpersonal skills to build and maintain client relationships
• Proven ability to analyse complex financial information and provide clear, actionable recommendations
• Relevant qualifications such as the Diploma in Financial Planning as a minimum

What’s on offer:

• Competitive basic salary up to £80,000, commensurate with experience and qualifications
• Performance-based bonuses
• Company benefits package
• Opportunity to work within a collaborative and supportive team environment
• Ongoing professional development and training to enhance your skills and knowledge
• Clients provided