Financial Advisor

Financial Adviser with Management Potential

• Location: Godalming
• Job Type: Full-time
• Salary: Up to £80k with potential for higher salary based on marketing and management experience

My client is seeking a Financial Adviser with the potential to develop into a senior management role. This position is ideal for a candidate with strong leadership qualities, experience in financial planning, and a proactive approach to building professional connections. The role offers the opportunity to work closely with the Director of DIS and Compliance and involves significant client interaction, networking, and potential staff management.

Day-to-day of the role:

• Contact clients to arrange and attend meetings, conducting detailed reviews of their personal and financial circumstances.
• Provide tailored financial advice based on thorough analysis of client needs and objectives.
• Support and potentially lead future business acquisitions and contribute to various marketing and networking activities.
• Manage and support junior staff members and the admin team, fostering a collaborative work environment.
• Attend and actively participate in a minimum of 10 weekend sponsorship networking events annually, with compensatory time off.
• Contribute articles to the marketing team and present activities and outcomes at meetings.

Required Skills & Qualifications:

• Must hold a minimum of a Level 4 qualification in financial planning
• Encouraged to obtain Level 3 specialist certificates and Level 6 Advanced Diploma for Chartered status.
• Proven ability to work independently and as part of a team, with flexibility in working hours and travel for meetings.
• Strong networking skills and experience in using social media platforms like Instagram, Facebook, and LinkedIn for professional purposes.
• Experience in managing staff and office operations is highly desirable.
• Excellent communication skills and a proactive approach to professional development and supporting team members.

Benefits:

• Up to £80k with target-based bonuses & car allowances
• Opportunities for professional growth into senior management roles.
• Support for continuous professional development and certification.
• Participation in networking and industry events, enhancing professional visibility and connections.
• Study support including exam support, study texts, & study leave.
• 25 days holiday, increasing by 1 day per year of service
• Pension contribution of 5%
• DIS x 4
• Private Medical Insurance for you and partner
• Full internal training on back-office systems, products, and processes.
• Time off for CPD relevant to the role.
• Free Parking

To apply for this Financial Adviser position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role

Synonyms

Financial adviser, financial planner, wealth adviser, Chartered Financial Planner