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Financial Adviser

Horsham, Sussex
£60,000 to £65,000
Job Type
16 Mar 2023

Our client is a long-established firm of independent financial advisers based in West Sussex.

Consummate professionals dedicated to the constant improvement of client financial standing; the company has worked hard to build their excellent reputation across the South of England.

An opportunity has arisen for a Financial Adviser to join the team and take over an existing client bank, from a retiring Senior Partner.

Providing first-class holistic financial planning services to prospective and existing clients, you will promote the company and uphold their image as a trusted, high-quality provider of financial solutions.

You will always operate in the clients' best interests, in an ethical and compliant manner.

As a Financial Adviser your responsibilities will include:

  • Maintaining and improving existing client relationships.
  • Initiating, building, and developing new business relationships.
  • Delivering a first-class client service experience.
  • Maintaining technical and planning competence, undertaking training as necessary.
  • Agreeing and monitoring personal business and development targets with line management.
  • Contacting potential clients to establish and develop long term business relationships.
  • Regularly reviewing client circumstances to provide appropriate financial stewardship and maintain flexible financial solutions, to include cash flow modelling.
  • Recording sufficient information to enable full holistic analysis of the clients' planning needs.
  • Constructing appropriate strategic solutions to the principles of best advice, using FCA approved products and services.
  • Producing written reports to evidence the delivery of products and services recommended.

We are looking for a Financial Adviser who has the following skills and experiences:

  • An honest and ethical team player with appropriate financial planning qualifications.
  • At least two years' experience as a Financial Adviser.
  • Chartered status or specialist qualifications (such as Equity Release/Pension Transfers) are an advantage, but not mandatory.
  • Excellent written and verbal communication, interpersonal and analytical skills.
  • Able to work to deadlines in a planned and structured manner.
  • IT literate with a sound understanding of industry software's and Microsoft Office.

In return, the Financial Adviser can expect a basic salary up to £65,000 and a bonus structure that pays out 10-25% of salary. In addition, you can also expect an extensive suite of employment benefits upon successfully completing probation, including 5% ER Pension contribution (increasing to 10% after 2 years service), 3 x Group DIS, 2 x Group CIC, 50% PHI and Group PMI.

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  • Job Reference: 947591986-2
  • Date Posted: 16 March 2023
  • Recruiter: Specialist Financial Recruitment Limited
    Specialist Financial Recruitment Limited
  • Location: Horsham, Sussex
  • Salary: £60,000 to £65,000
  • Role: Other, Recruitment
  • Job Type: Permanent