What you'll be doing as Financial Adviser
Providing holistic Financial Planning advice to an existing bank of clients and developing new relationshipsPreparing and presenting tailored recommendations across pensions, investments, protection and estate planningWorking closely with in-house technical and compliance support to maintain high professional standardsIdentifying new advice opportunities through referrals, networking and professional connections What we're looking for as Financial Adviser
Proven experience providing regulated advice in a client-facing role (ideally 5+ years)Strong technical knowledge across pensions, investments and tax-efficient planningA confident relationship-builder with a client-first mindsetProactive and commercially driven, comfortable generating new business through connections and referrals What's on offer
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