Financial Adviser
We are looking for a dynamic Financial Adviser that will provide quality and holistic financial advice to clients to help them meet their needs and objectives. The successful candidate will need to nurture and grow existing client relationships and funds under management. Benefits Training provided Career Growth and Development Flexibility in the work environment Supportive and Collaborative Culture High-quality existing clients Administrative support Pension Financial Wellbeing Programs Great office Environment Key Responsibilities of the Financial Adviser Provide tailored advice to clients on aspects of financial planning including but not limited to investments, pensions, tax planning, inheritance and protection. Conduct regular client reviews, ensuring suitability of advice and keeping financial plans aligned with changing circumstances. Maintain and develop long-term relationships with clients. Create new opportunities for business growth through networking and referrals, arranging appointments with prospective clients to discuss their financial needs and objectives. Adopt the use of the business''s advice tools and documents for the provision and evidencing of advice. Ensure all activity is compliant with business standards and recorded appropriately on the CRM. Keep up to date with regulatory changes in the industry to ensure your clients receive the most up-to-date guidance. Effectively work with the internal teams to ensure business is processed in line with com
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