Financial Adviser

📋 Description

• Providing suitable regulated financial advice based on a thorough understanding of customers’
• Assessing customer information and recommending appropriate financial planning solutions and
• Delivering advice in line with Consumer Duty requirements, regulatory obligations and internal
• Building trusted customer relationships and supporting customers throughout their advice journey
• Managing individual performance against quality, activity and productivity objectives
• Maintaining and developing technical, regulatory and industry knowledge through ongoing learning

🎯 Requirements

• Level 4 Diploma in Financial Planning (or equivalent recognised qualification)
• Strong knowledge of pensions, investments, retirement planning and associated financial planning
• Good understanding of regulated financial advice and the UK financial services market
• Understanding of Consumer Duty, FCA requirements, vulnerable customer obligations and regulatory
• Ability to analyse customer information and assess customer needs, objectives and circumstances to
• Proven experience of delivering regulated financial advice and achieving positive customer outcomes

🎁 Benefits

• The opportunity to participate in our annual, performance -related bonus plan and valuable share
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the
• Competitive family leave