Senior Financial Adviser Vacancy

This is opportunity is suitable for who has been giving Financial Advice who is keen to take the next step in their career, work within an established firm can help you develop and achieve your goals within this industry.

You’ll need to have passed the level 4 diploma in regulated financial planning or equivalent and be giving financial advice currently.


Responsibilities

When successful your responsibilities will include:

• Providing an excellent financial planning service to a large range of private clients, business owners and corporate clients.
• Supporting senior advisers and developing your own client bank.
• Preparing accurate and compliant Financial Planning reports with the assistance of a Paraplanner team
• Support the firms business development initiatives such as seminars, presentations and networking.
• Maintaining awareness of the latest legislative changes that may affect planning.
• Gaining and then maintaining an up to date SPS.

Your development

You will receive a study package towards the Chartered or Fellowship qualification, including study leave and mentoring through your qualification journey.

You will also have access to a complementary range of training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression within the Financial Planning team or wider practice.


Benefits

• 28 days’ holiday per annum + bank holidays, office closedown over Christmas period
• On site free parking
• Employer pension contribution of 8%
• Death in service life cover of 4 x salary
• Private medical insurance
• Income protection scheme
• Flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays, electric car scheme etc, flexible/hybrid working
• Full technical and soft skills training and support
• Recruitment incentive scheme
• Annual firm wide success bonus
• Cycle to work scheme
• Employee well-being portal, access to the WeCare app that offers health, well-being, financial and legal support
• Dress for your day policy and dress down Friday’s
• Paid sick leave
• Extensive learning & development opportunities and study support

Please contact richard@recruitment22.co.uk or call 07852419897 for more information