Financial Adviser

Job DescriptionAbout the Role The role involves: Building and maintaining strong client relationships. Understanding client needs and providing appropriate financial guidance. Managing and developing an existing client portfolio while identifying new opportunities.

Supporting business development and building referral networks. Managing prospects, pipelines and new business activity. Working collaboratively with colleagues and stakeholders to deliver effective client solutions.

Identifying opportunities to improve client service and business performance. Ensuring all activities meet relevant regulatory, risk and compliance standards. About You The ideal candidate will have: QFA qualified Over 3 years Financial Planning experience Relevant experience in financial planning, wealth management or financial services.

Strong knowledge of investments, pensions and related financial products. Relevant professional qualifications and a commitment to ongoing development. Strong relationship management, communication and business development skills.

A proactive, commercially aware and client-focused approach. Good organisational and stakeholder management skills. TPBN1_IJ