Financial Adviser Job at Perspective Financial Group Ltd (Stokenchurch)

Financial Adviser

We are seeking advisers who combine strong technical knowledge with a personal, ...

Location

United Kingdom , Bath

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
Strong understanding of FCA regulatory requirements
Experience delivering holistic financial advice
Excellent communication and interpersonal skills
Ability to simplify complex information for clients
Commercial awareness with a proactive, growth mindset
Strong organisational skills and attention to detail
Professional, ethical and client-first approach

Job Responsibility

Building and maintaining long-term, trusted client relationships
Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
Designing and delivering tailored financial planning strategies across pensions, investments and protection
Providing clear explanations of complex advice, costs and regulatory disclosures
Ensuring all advice is compliant and in line with FCA requirements and internal standards
Working closely with our technical and support teams to deliver an efficient, high-quality client experience
Maintaining accurate client records and appropriate documentation
Identifying opportunities to grow your client base through referrals and professional connections
Meeting agreed commercial and performance targets
Playing an active role in maintaining the firm’s reputation for professionalism, integrity and client service excellence

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Support with role relevant professional qualifications

Fulltime

Financial Adviser

Enva Financial is one of New Zealand’s fastest growing financial advisory firms ...

Location

New Zealand , Auckland

Salary:

Not provided

Enva Financial

Expiration Date

Until further notice

Requirements

A desire to get a level 5 in financial services qualification under your belt (we can help you with this)
Excellent communication skills
Love working with people
Be a little bit competitive & enjoy the chase
Determined attitude
Great work ethic
Problem-solving skills
Belief that work should be fun

Job Responsibility

Meeting clients face-to-face or over video
Analysing clients' needs and goals
Presenting clients with tailored financial solutions
Focus on KiwiSaver and Personal Insurance products
Helping clients with personal loans, mortgages and investments

What we offer

Qualified leads every week
Comprehensive training and development plan provided
Extensive training on advice, sales, compliance and leadership
Great company culture and fun work environment
Management training for your career development
A career path with ownership possibilities
Industry-leading technology
In house admin and compliance team
Generous bonuses for high performers

Fulltime

Financial Adviser

NXTGEN are pleased to be working in partnership with a progressive and forward-t...

Location

United Kingdom , Westerham

Salary:

35000.00 - 45000.00 GBP / Year

NXTGEN Recruitment

Expiration Date

Until further notice

Requirements

Diploma qualified
Financial services administration
paraplanning
or support background
Early stages of an adviser journey

Job Responsibility

Conduct client fact-finds to understand financial goals
risk
and circumstances
Deliver tailored advice across investments
pensions
tax planning
and protection
Manage and review client portfolios
making recommendations where appropriate
Support clients with retirement planning and income strategies

What we offer

Structured training
Clear progression
People-first culture
Comprehensive training and ongoing development
Supportive and collaborative environment
Strong focus on professional development and wellbeing

Fulltime

Financial Adviser

Location

United Kingdom , Stokenchurch

Salary:

Not provided

Perspective Financial Group Ltd

Expiration Date

Until further notice

Requirements

Accuracy, attention to detail and the ability to explain complex information clearly and simply.
Strong communication skills
and the ability to ask appropriate questions of clients.
Good analytical skills, money management skills and planning skills.
Enthusiasm and willingness to assist clients.
Ability to manage own workload.
Flexible/adaptable to cope with change.
To be motivated, friendly and professional at all times
and provide impartial unbiased advice.
Excellent time management to ensure appointments are scheduled with realistic time frames.

Job Responsibility

Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives.
Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations.
Provide first class financial planning and advice to both existing and prospective clients.
Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection).
Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
Making recommendations to clients that meet their goals and ambitions.
Delivering annual reviews to clients on an ongoing service proposition.
Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
Cultivating the client base and building relationships.
Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients.

What we offer

25 days holiday (rising with length of service)
Bank Holidays
Birthday Leave
Holiday Purchase Scheme
Enhanced Parental Leave
Life Assurance
Pension
Corporate Eyecare
Extras Discount shopping discounts
Cyclescheme

Fulltime

Financial Adviser

We are currently looking for an experienced Adviser to join our team in Cardiff....

Location

United Kingdom , Cardiff

Salary:

Not provided

Perspective Financial Group Ltd

Expiration Date

Until further notice

Requirements

Accuracy, attention to detail and the ability to explain complex information clearly and simply
Strong communication skills
and the ability to ask appropriate questions of clients
Good analytical skills, money management skills and planning skills
Enthusiasm and willingness to assist clients
Ability to manage own workload
Flexible/adaptable to cope with change
To be motivated, friendly and professional at all times
and provide impartial unbiased advice
Excellent time management to ensure appointments are scheduled with realistic time frames

Job Responsibility

Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives
Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations
Provide first class financial planning and advice to both existing and prospective clients
Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection)
Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan
Making recommendations to clients that meet their goals and ambitions
Delivering annual reviews to clients on an ongoing service proposition
Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations
Cultivating the client base and building relationships
Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients

What we offer

25 days holiday (rising with length of service) plus Bank Holidays
Birthday Leave
Holiday Purchase Scheme
Enhanced Parental Leave
Life Assurance
Pension
Corporate Eyecare
Extras Discount shopping discounts
Cyclescheme
Employee Referral Scheme

Fulltime

Financial Adviser

We are currently looking for an experienced Adviser to join our team in Maidston...

Location

United Kingdom , Maidstone

Salary:

Not provided

Perspective Financial Group Ltd

Expiration Date

Until further notice

Requirements

Accuracy, attention to detail and the ability to explain complex information clearly and simply
Strong communication skills
and the ability to ask appropriate questions of clients
Good analytical skills, money management skills and planning skills
Enthusiasm and willingness to assist clients
Ability to manage own workload
Flexible/adaptable to cope with change
To be motivated, friendly and professional at all times
and provide impartial unbiased advice
Excellent time management to ensure appointments are scheduled with realistic time frames

Job Responsibility

Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives
Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations
Provide first class financial planning and advice to both existing and prospective clients
Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection)
Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan
Making recommendations to clients that meet their goals and ambitions
Delivering annual reviews to clients on an ongoing service proposition
Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations
Cultivating the client base and building relationships
Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients

What we offer

25 days holiday (rising with length of service) plus Bank Holidays
Birthday Leave
Holiday Purchase Scheme
Enhanced Parental Leave
Life Assurance
Pension
Corporate Eyecare
Extras Discount shopping discounts
Cyclescheme
Employee Referral Scheme

Fulltime

Financial Adviser

We are seeking advisers who combine strong technical knowledge with a personal, ...

Location

United Kingdom , London

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
Strong understanding of FCA regulatory requirements
Experience delivering holistic financial advice
Excellent communication and interpersonal skills
Ability to simplify complex information for clients
Commercial awareness with a proactive, growth mindset
Strong organisational skills and attention to detail
Professional, ethical and client-first approach

Job Responsibility

Building and maintaining long-term, trusted client relationships
Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
Designing and delivering tailored financial planning strategies across pensions, investments and protection
Providing clear explanations of complex advice, costs and regulatory disclosures
Ensuring all advice is compliant and in line with FCA requirements and internal standards
Working closely with our technical and support teams to deliver an efficient, high-quality client experience
Maintaining accurate client records and appropriate documentation
Identifying opportunities to grow your client base through referrals and professional connections
Meeting agreed commercial and performance targets

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Support with role relevant professional qualifications

Fulltime

Financial Adviser

We are seeking advisers who combine strong technical knowledge with a personal, ...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
Strong understanding of FCA regulatory requirements
Experience delivering holistic financial advice
Excellent communication and interpersonal skills
Ability to simplify complex information for clients
Commercial awareness with a proactive, growth mindset
Strong organisational skills and attention to detail
Professional, ethical and client-first approach

Job Responsibility

Building and maintaining long-term, trusted client relationships
Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
Designing and delivering tailored financial planning strategies across pensions, investments and protection
Providing clear explanations of complex advice, costs and regulatory disclosures
Ensuring all advice is compliant and in line with FCA requirements and internal standards
Working closely with our technical and support teams to deliver an efficient, high-quality client experience
Maintaining accurate client records and appropriate documentation
Identifying opportunities to grow your client base through referrals and professional connections
Meeting agreed commercial and performance targets
playing an active role in maintaining the firm's reputation for professionalism, integrity and client service excellence

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Support with role relevant professional qualifications

Fulltime

Select Country

Financial Adviser

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Our AI answers in your language