Employed Financial Adviser, Cirencester (NT-2051) Apply - Clever-HR : Job Details

Employed Financial Adviser - LEADS PROVIDED - Cirencester

£50,000 (Basic) + Bonus, Benefits, Free Parking

Working Hours: Mon-Fri between 8am-5.30pm. Very limited evening and weekend.

Flexible/Hybrid

We are delighted to support this well-respected firm of Financial Planners who seek an employed Financial Adviser to join the team. Based in the Cotswold town of Cirencester with clients across across Gloucestershire and the Cotswolds. A truly independent practice who pride themselves being client-centric and offering high level of technical, tailored advice to individuals, and building long term relationships.

Full client support admin provided, with some additional paraplanning support and assistance.

Key Responsibilities

• Managing and servicing existing client bank
• Proactively identify and reach out to potential clients.
• Writing suitability reports on a variety of case types (some assistance and templates available)
• Strictly comply with the Compliance and Training and Competence Procedures of the firm
• Attain and sustain competent status
• Maintain performance standards in accordance with those outlined in the Key Performance Indicators.

Experience

• A minimum of 2 years experience advising experience
• Demonstrated substantial experience providing financial advice and relevant KPIs.
• Strong understanding of financial products, regulations, and market dynamics.
• Proven ability to identify and engage with potential clients, coupled with a track record of gathering comprehensive client information and understanding their unique needs.
• The capability to explain complex information simply and clearly.
• The ability to establish strong relationships with clients.
• A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
• Strong attention to detail and accuracy in completing supporting documentation.

Skills

• Detailed knowledge of FCA and the firm’s record keeping requirements.
• Strong attention to detail.
• Client focused with excellent time management and organisation skills.
• Ability to act professionally, with an enthusiastic and positive attitude.
• Show determination, the ability to self-motivate and influencing skills.
• Commercial awareness.
• Technological Proficiency

Qualifications

• Level 4 Diploma in Financial Planning (Essential)
• Level 6 Diploma in Financial Planning (Desirable)

Additional Information and Benefits

• 37.5 hours per week, with flexibility to suit between the hours of 8 and 5.30pm. 1-hour unpaid lunch, which can be reduced to 30 mins to allow an earlier finish
• 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when office is normally closed. Holiday bonuses apply after 2 years’ service (1 extra day for every year up to max of 4 days)
• Free onsite parking
• Study support - Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support)
• Inclusion into Company Pension scheme - 3% employer payment, contributory pension scheme after a 3-month period.
• Full training and support