Financial Adviser

Financial Adviser required. My client is a leading financial services firm dedicated to providing comprehensive financial services to individuals, families and businesses. They pride themselves on the personal approach and commitment to helping their client achieve their financial goals.

Due to continued growth, they are seeking an experienced Financial Adviser to join their team on a self-employed basis.

As a Financial Adviser you will play a critical role in helping clients manage their finances, plan for their futures and achieve their financial objectives. You will be working closely with clients to understand their financial situations, develop customised financial plans and provide ongoing advice and support.

Financial Adviser Position Overview

• Client consultation - meet with clients to assess their financial needs, goals and risk tolerance
• Financial planning - develop and implement personalised financial plans that encompass budgeting, saving, investing, insurance and retirement planning
• Investment management - provide advice on investment strategies, manage client portfolios and recommend appropriate financial products
• Ongoing support - provide continuous monitoring and support of financial plans and investment portfolios to align with client needs
• Compliance - ensure all activities comply with regulatory requirements and company policies
• Relationship building - cultivate and maintain strong client relationships through regular communication and exceptional service

The ideal candidate will have 3-5 years' previous experience as a Financial Adviser and will ideally be L4 DipFA qualified.

Financial Adviser Position Requirements

• 3-5 years' previous experience working in accountancy practice
• L4 DipFA qualified (or almost qualified)
• Excellent interpersonal and communication skills
• Proficient in financial planning software and tools
• Strong organisational and time-management skills
• Strong analytical and problem-solving abilities

Financial Adviser Position Remuneration

• Salary guarantee (negotiable)
• Flexible working - make your own hours as self-employed
• Work from home or in their offices
• Professional development opportunities and ongoing support

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, and contact you in relation to this application and the services we offer.