Financial Adviser

You will provide high quality ongoing fiancial advice, reviews, and relationship management to an existing portfolio of clients. This role focuses on servicing and retaining current clients, ensuring they receive personalised, compliant, and proactive financial guidance aligned with their goals. In addition, this role will also have a responsibility to identify opportunities to increase FUM from both existing and new clients.

PREVIOUS EXPERIENCE REQUIRED

• Level 4 Diploma in Regulated Financial Planning (or working toward)
• Chartered or working towards becoming Chartered
• Experience in delivering financial advice or detailed client reviews
• Srong communication and relationship building
• HIgh attention to detail and understanding of compliance
• Ability to present complex information clearly and simply
• Client centric mindset with a professional, trustworthy approach