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Financial Adviser

Job Description - Financial Adviser

Financial Adviser

We are seeking an experienced Financial Adviser to build strong client relationships and provide tailored financial planning and investment advice. You will assess client needs, develop personalised strategies covering investments, retirement, tax, and estate planning, and ensure ongoing portfolio management. The role also involves maintaining regulatory compliance, staying up to date with market trends, and contributing to business growth.

Requirements:

  • Level 4 Diploma in Financial Advice (minimum)

  • 3+ years' experience as a financial adviser

  • Strong communication and client relationship skills

  • Results-driven with a proactive approach

Benefits:

  • Competitive salary & performance incentives

  • Professional development support

  • Private Medical Insurance

  • Loyalty rewards



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