Financial Adviser / Trainee Financial Adviser

Job description

Benefits

Hours: 9-5 (flexible) Hybrid working available

Holidays: 25 (plus close at Xmas)

Pension: 5% matched

Bonus

Regular salary reviews

Study support

Candidate Requirements

Previous advice experience is desirable, not essential

Research and analytical skills

Competent with IT and the ability to use FE Analytics and Voyant

Excellent communication, interpersonal and listening skills

Ability to explain complex information simply and clearly

Ability to network and quickly establish trusted client relationships

Exceptional client servicing skills

Ability to work in a team

Self-motivated with good time management skills

Highly organised - maintaining client records, technical and compliance requirements

Ethical, flexible and professional approach to work

Sound decision-making skills

Discretion and an understanding of the need for client confidentiality

Committed to continuous technical and professional development, ensuring that knowledge and skills remain current

RoleAre you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank?

Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be provided?

Due to continuing growth, an established financial planning business in north Teesside, has an immediate requirement for an additional Financial Adviser. Ideally, you'll have experience and hold CAS however, this client is willing to consider a Diploma qualified Paraplanner, who is keen to develop.

The purpose of the role is to work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser.

Responsibilities

Contacting existing and potential clients to offer financial planning services

Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements

Completing analyses of clients' attitude to risk in accordance with their financial planning decisions

Reviewing and responding to clients' changing needs and financial circumstances

Providing clients with information on new and existing products and services

Communicating with other relevant professionals in relation to clients' circumstances

Keeping up to date with legal, taxation and regulatory legislation as appropriate

Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans

Meeting the regulatory aspects of the role

Participating in monthly marketing meetings and strategies for business development

Qualifications

DipPFS (or equivalent) essential

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Extra information

Status

Open

Education Level

Secondary School

Location

Bath

Type of Contract

Full-time jobs

Published at

03-04-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English