Career
You would currently be in a similar role and comfortable with providing desk based advice.
You will help shape the financial futures of clients with assets up to £250,000. This is an exciting opportunity to build lasting relationships, deliver high quality advice, and grow your career in a supportive, regulated environment.
About the Role
You will be joining a growing, integral team and will be involved in giving advice virtually. As an ambitious adviser, you will work directly with clients, providing advice on investments, pensions, and protection. This is a fantastic opportunity for someone who wants to be a key element in developing a major service offering for the company, on the desk-based team.
Accountabilities
- Manage and grow a portfolio of clients
- Deliver personalised financial advice across key areas including investments, pensions, and protection.
- Build strong, trust-based relationships with clients, generating new business and referrals.
- Maintain high compliance standards in line with FCA regulations.
- Work collaboratively with internal teams to ensure seamless client service.
Skills and Experience
- Diploma in Financial Planning (Level 4 or equivalent qualification).
- Previous experience as a Financial Adviser or providing virtual or desk-based financial advice.
- Strong interpersonal skills with the ability to build rapport remotely.
- Passionate about helping clients achieve their financial goals.
Benefits
- Pension - 6% employer and 3% employee
- 26 days holiday plus bank holidays
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Working anywhere for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
