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Employed Financial Adviser - Polestar

Quilter

Swindon

On-site

GBP 30,000 - 70,000

4 days ago

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An innovative financial planning practice is on the lookout for motivated financial advisers eager to enhance their careers. This role offers the opportunity to provide comprehensive financial advice while benefiting from full back-office support and a collaborative team environment. The firm emphasizes a 'can-do' attitude, striving for positive outcomes for both advisers and clients. With a focus on client relationships and compliance, this position is perfect for those looking to make a significant impact in the financial services sector. Join this forward-thinking practice and unlock your potential in a holistic financial planning role.

Full Administration Service

Full Paraplanning Support

Pension

31 days holidays, rising to 33 days

Expenses

Level 4 Diploma Qualified CII or equivalent is essential.
Experience in financial services and client acquisition is required.

Provide comprehensive financial advice across investments, pensions, and protection.
Conduct in-depth reviews of clients' financial circumstances.

Client Relationship Management

Financial Advice

Networking

Risk Analysis

Financial Strategy Design

Level 4 Diploma Qualified CII/LIBF

We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team‘s attitude is always a "can-do". We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

Requirements

Responsibilities:

To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection.
Setting up meetings, conducting in-depth reviews of clients' financial circumstances.
Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.
Keeping up to date with legislation and meeting the regulatory aspects of the role.
Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.
Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests.

Essential Criteria:

Level 4 Diploma Qualified CII /LIBF equivalent.
CAS Achieved / Hold annual SPS (Statement of Professional Standing).
Full Driving Licence.
Experience working within a financial services background.
Ability to build upon existing strong client relationships.
Skills in acquiring and bringing on new clients.

Benefits

Full Administration Service
Full Paraplanning Support
Pension
Holidays - 31 days rising to 33 days over 2 years
Expenses

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