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Hybrid Financial Adviser
Up to £45k depending on experience,
Generous commission/bonus structure
Horsham or Chelmsford
My client is looking for an experienced Financial Advisor for their offices in either Horsham or Chelmsford. This role is ideal for a professional with a strong background in financial planning and investment advice, and who is committed to delivering client-best interest outcomes and upholding firm principles.
Day-to-day of the role:
- Engage with clients to assess their financial needs and goals, discussing their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
- Develop tailored financial strategies for clients, recommending suitable financial products and services.
- Analyse client financial data to guide them towards profitable and secure financial decisions.
- Maintain and cultivate a client base, building strong relationships and networking to generate leads.
- Stay updated with industry trends and conduct market research to support financial consulting.
- Prepare financial document summaries, investment performance reports, and income projections for clients.
- Regularly review client accounts and plans to recommend necessary adjustments based on life or economic changes.
- Assist in supervising trainee advisers and support the Sales Manager and Sales & Development Director with daily duties.
Required Skills & Qualifications:
- Relevant financial industry qualifications (essential).
- Experience as a Financial Adviser is desirable.
- Valid driver’s licence.
- Strong attention to detail with the ability to explain complex information clearly and simply.
- Excellent interpersonal skills, with the ability to build trust and empathise with clients.
- Exceptional communication, presentation skills, and a strong command of the English language.
- Knowledge of FCA Principles, Code of Approved Persons, and FIT handbook.
Benefits:
- Up to £45k depending on experience, with a £5k car allowance.
- 23 days holiday, earning an additional day per year up to 25 days. Option to purchase additional holiday.
- Extra days off during the festive period
- Study support
- Discretionary bonus scheme
- Attractive bonus structure based on performance and client acquisition.
- 5% Pension contribution
- 4x Death in Service
- Eyes and eyesight testing
- Employee Health Insurance
- Employee Assistance Programme
- Free onsite parking
- Cycle to work scheme
If you would like more information about the role or would like to apply, please email me directly at
