ESSENTIAL SKILLS AND ATTRIBUTES:

• Level 4 Diploma for Financial Advisers (DipFA) or Diploma in Financial Planning (DipPFS)
• Proven experience in an advisory role
• Excellent interpersonal and communication skills
• Strong ethical standards and commitment to client care
• Ability to manage workload independently while contributing to a team

THE ROLE:

We are seeking an experienced Financial Adviser to join our team. You’ll be joining a supportive team that values collaboration and integrity. With leads provided, administrative support in place and a warm client bank available, this is an excellent opportunity for a motivated adviser who thrives in a flexible and evolving team setting.

KEY RESPONSIBILITIES:

• Deliver bespoke financial advice to a range of clients in line with regulatory requirements
• Build and maintain strong client relationships through regular contact and reviews
• Develop financial plans tailored to individual circumstances and objectives
• Conduct detailed fact-finding and risk profiling
• Work closely with paraplanners and administrators to ensure efficient case handling
• Adhere to FCA guidelines and internal compliance processes
• Contribute to team success and uphold our high service standards