Job Description

Career

You would currently be in a similar role and comfortable with providing desk based advice.


You will help shape the financial futures of clients with assets up to 250,000. This is an exciting opportunity to build lasting relationships, deliver high quality advice, and grow your career in a supportive, regulated environment.

About the Role

You will be joining a growing, integral team and will be involved in giving advice virtually. As an ambitious adviser, you will work directly with clients, providing advice on investments, pensions, and protection. This is a fantastic opportunity for someone who wants to be a key element in developing a major service offering for the company, on the desk-based team.

Accountabilities

Manage and grow a portfolio of clients Deliver personalised financial advice across key areas including investments, pensions, and protection. Build strong, trust-based relationships with clients, generating new business and referrals. Maintain high compliance standards in line with FCA regulations. Work collaboratively with internal teams to ensure seamless client service.

Skills and Experience

Diploma in Financial Planning (Level 4 or equivalent qualification). Previous experience as a Financial Adviser or providing virtual or desk-based financial advice. Strong interpersonal skills with the ability to build rapport remotely. Passionate about helping clients achieve their financial goals.

Benefits

Pension - 6% employer and 3% employee 26 days holiday plus bank holidays Private medical insurance 4 x Life Assurance Group income protection Working anywhere for up to 4 weeks

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.