Financial Advisor - Reed : Job Details

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