Working Hours: Mon-Fri between 8am-5.30pm. Very limited evening and weekend.
Flexible/Hybrid
We are delighted to support this well-respected firm of Financial Planners who seek an employed Financial Adviser to join the team. Based in the Cotswold town of Cirencester with clients across across Gloucestershire and the Cotswolds. A truly independent practice who pride themselves being client-centric and offering high level of technical, tailored advice to individuals, and building long term relationships.
Full client support admin provided, with some additional paraplanning support and assistance.
Key Responsibilities
Managing and servicing existing client bank
Proactively identify and reach out to potential clients.
Writing suitability reports on a variety of case types (some assistance and templates available)
Strictly comply with the Compliance and Training and Competence Procedures of the firm
Attain and sustain competent status
Maintain performance standards in accordance with those outlined in the Key Performance Indicators.
Experience
A minimum of 2 years experience advising experience
Demonstrated substantial experience providing financial advice and relevant KPIs.
Strong understanding of financial products, regulations, and market dynamics.
Proven ability to identify and engage with potential clients, coupled with a track record of gathering comprehensive client information and understanding their unique needs.
The capability to explain complex information simply and clearly.
The ability to establish strong relationships with clients.
A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
Strong attention to detail and accuracy in completing supporting documentation.
Skills
Detailed knowledge of FCA and the firm’s record keeping requirements.
Strong attention to detail.
Client focused with excellent time management and organisation skills.
Ability to act professionally, with an enthusiastic and positive attitude.
Show determination, the ability to self-motivate and influencing skills.
Commercial awareness.
Technological Proficiency
Qualifications
Level 4 Diploma in Financial Planning (Essential)
Level 6 Diploma in Financial Planning (Desirable)
Additional Information and Benefits
37.5 hours per week, with flexibility to suit between the hours of 8 and 5.30pm. 1-hour unpaid lunch, which can be reduced to 30 mins to allow an earlier finish
20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when office is normally closed. Holiday bonuses apply after 2 years’ service (1 extra day for every year up to max of 4 days)
Free onsite parking
Study support – Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support)
Inclusion into Company Pension scheme – 3% employer payment, contributory pension scheme after a 3-month period.
Employed Financial Adviser, Cirencester (NT-2051)
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