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Financial Advisor

  • Location: Reading
  • Salary: c.£45,000 + Bonus + Benefits per year
  • Job Type:Permanent

Posted about 1 year ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Contact Email:
  • Contact Phone: 0161 883 2747
  • Expiry Date: 12 June 2023
  • Job Ref: PC/10326


Job Description:  I am working with a leading financial planning business who are looking for an Independent Financial Adviser to join the business


The role will involve taking responsibility for the following:

Holistic financial advice, supporting their clients to achieve their financial objectives

Developing client relationships and ensure clients are reviewed in line with their proposition

Organically grow client relationships to meet ongoing business requirements

To reach revenue target and contribute to the growth of the company through client retention and new business whilst ensuring the needs of the client are being considered and achieved

Actively seek and identify new business opportunities both internally and externally to support the growth of the business

Provide financial advice to clients on a range of whole of market financial planning solutions

Provide clients with an exceptional service, ensuring that all reviews are undertaken in accordance with their agreed service propositions to maintain and grow our recurring revenue stream 

Undertake quotes using relevant in-house platforms or request quotes from external providers

Key Requirements:

Financial Planning diploma qualified (ideally Chartered or working towards Chartered)

Demonstrable financial planning experience gained with a recognised organisation

Previously achieved CAS status



Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.