Financial Adviser / Trainee Financial Adviser

Job description

Benefits:

Hours:9-5(flexible)Hybridworkingavailable

Holidays:25(pluscloseatXmas)

Pension:5%matched

Bonus

Regularsalaryreviews

Studysupport

Role:

Are 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 requirementfor an additional Financial Adviser. Ideally, youll 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

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

Extra information

Status

Open

Education Level

Secondary School

Location

Wingate

Type of Contract

Full-time jobs

Salary indication

£45,000 Per Month

Published at

07-04-2026

Profession type

Accountancy

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