Independent Financial Adviser

  • Job Reference: 462
  • Date Posted: 4 May 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Marlborough, Wiltshire
  • Salary: £35,000 to £45,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

Financial Adviser

Marlborough (Travel will be required to meet the needs of the business

Salary:             Dependent on experience and qualifications, plus bonus

Benefits:          25 days holiday (rising with length of service) plus Bank Holidays, Free parking, Eyecare, Pension and Life Assurance

Our client is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. 

The role:
The successful candidate will be looking for a long-term career as an adviser working for a large company where 80% of the work is to ensure your clients are given the professional advice they expect.
You will provide clients with financial advice and make recommendations on how best to meet their goals. You will be taking over an existing client bank which historically has generated sufficient new business to earn the adviser a bonus. The ideal candidate will be able to research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with your recommendations.

Specific Responsibilities:
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:

  • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
  • Assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • Keep up to date with financial products and legislation and comply with all industry rules and regulations
Experience & Skills:
You need to be motivated, friendly and professional at all times, and provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames. Key requirements are:
  • Experience as a Financial Adviser or other relevant experience
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Qualified to Level 4 Diploma in Financial Planning as a minimum
  • Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
  • Excellent communication skills and the ability to ask appropriate questions of clients
  • Good analysis skills, money management skills and planning skills
  • Enthusiasm and willingness to assist clients
  • Ability to manage own workload
  • Flexibility/adaptability to cope with change
  • Full driving licence and own car essential
Critical Knowledge required:
  • Knowledge of FCA rules relating to the financial advice process
  • Working knowledge of compliance
  • Knowledge of the current market place