Financial Advisor

We are recruiting for a firm that truly support their advisors to succeed. If you aspire to be a highly successful financial advisor looking to work within a loyal, friendly and passionate team in a fun and flexible working environment. Where advisers take pride in their work and ensure clients are at the forefront of everything they do. We have the role for you!

We are recruiting a Financial Advisor for a highly successful practise in Corsham. With a supportive management team, enthusiastic colleague collaboration, flexible working, client starter bank and a very knowledgeable administrative team, they will support you to achieve success.

Financial Advisor - Benefits:

• Hybrid working, with an all-team day on a Tuesdays to encourage collaboration and provide support.

• Starter client bank with existing funds under management provided.

• Marketing mentoring from the directors to help you start, grow and reach out to your client base.

• In house peer support with a close knit team of advisers and accessible directors to fuel your growth with support and challenges.

• Access to highly knowledge admin team to help with any processing queries and the potential for ongoing admin support.

• Flexibility of a self-employed role offering a generous commission only split, allowing you greater earning potential.

• Access to scenic and peaceful offices with client meeting rooms, free parking and onsite café/bar.

• Autonomy over your own diary and the ability to conduct client meetings in person or remotely as your clients require.

• Regular training sessions. Including quarterly one to ones, twice-yearly whole firm meetings and regular external speaker.

• Regular social events.

• Strong ethical values with a family feel that always ensures the right advice for clients and value their advisers.

• Recognise success and facilitate progression, with the potential to achieve further qualifications.

• Being a part of The Openwork Partnership gives you access to an award-winning network, including our proposition, compliance support and training. Giving you peace of mind to focus on giving great advice.

Financial Advisor - Roles & Responsibilities:

• Understand client’s financial goals, asses their current financial situation, and advise on personalised strategies to meet these needs.

• Provide ongoing advice and regular reports in line with ongoing servicing agreements.

• Actively source new business enquiries and grow continued referrals through great advice and service.

• Stay updated with financial regulations through regular CPD.

Financial Advisor - Required Skills & Qualifications:

• Level 4 DipFA or CII Diploma or equivalent qualification required.

• All levels of experience considered.

• Excellent communication skills and customer service standards.

• Commutable weekly to Corsham.

If you are looking to take your advising career to the next level, and are a Financial Adviser who enjoys the spirit of collaboration and camaraderie, apply today by submitting your CV.