Financial Advisor

Role

Due to expansion demands we are looking for a qualified Financial Adviser to join to join and growing business is Southampton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.

My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.

Responsibilities:

• Provide expert financial advice on pensions, investments, and wealth management.
• Build and nurture strong client relationships to help them achieve their financial goals.
• Conduct virtual consultations using the latest technology.
• Stay compliant with FCA regulations while delivering high-quality service.
• Proactively develop new business opportunities through enquiries, referrals, and lead generation.
• Meet client demands, keep them up to date with progress, and engendering trust and respect.
• Aligning all processes with client service agreements.
• Creating and maintaining compliant client files where all communication is documented correctly.

Requirements:

• Successful candidates must have a full Diploma in Financial Planning Level 4.
• Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.
• Having your own client base is not essential but would be advantageous.
• Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages.
• You must be well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required.