Financial Advisor

Job Financial Advisor

About the Company:

Our client is a leading Financial Broker who empowers individuals and households to make confident, informed financial decisions. Their client-first approach blends expert advice with personalised planning across pensions, investments, mortgages, and succession strategies. We pride ourselves on clarity, integrity, and a deep commitment to long-term relationships. We believe great advice changes lives, and we foster a workplace where trust, growth, and shared success are at the heart of everything we do.

About the Role:

We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) t

As an Advisor, you are responsible for both new and existing clients. You will ensure our existing clients continue to get expert advice, and you will meet with a steady flow of new clients coming onboard as they start their journey with us.

Key Responsibilities:

• Managing the client journey for both new and existing clients
• Assess and analyse clients' financial circumstances to determine their requirements
• Make recommendations, share expert advice, and provide solutions to clients
• Serve existing clients through annual reviews and ongoing communications
• Collate all client information into relevant files while maintaining a high level of compliance

Skills and Experience:

• QFA designation is essential
• Expert knowledge of investments, pensions, protection, and savings products
• Confident interacting with clients in a professional manner
• Results-driven & objective-focused
• Ability to work as part of a team and cross-functionally
• Knowledge of Online Application and Voyant is a significant advantage
• Working towards becoming a CFP® would be an advantage

Why Work With Us:

• Excellent remuneration packages and attractive commission structure
• Hybrid, flexible working model (4 days from home / 1 day in office)
• 25 days annual leave
• Employer pension contributions up to 10%
• Income protection / Death in Service
• Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025