We're partnering with a well-established and highly respected financial services firm to recruit a Senior Financial Advisor.
This is a fantastic opportunity for an ambitious advisor who enjoys building relationships, delivering real value to clients, and growing a strong book of business.
In this role, you'll take ownership of a portfolio of clients while also driving new business, providing tailored financial planning solutions across pensions, investments, protection, and savings.
The Role Provide high-quality, client-focused financial advice tailored to individual needs and goals Take ownership of an existing client portfolio while actively developing new business opportunities Build lasting relationships through a consultative and professional approach Generate new leads through networking, referrals, and proactive outreach Carry out regular client reviews to ensure financial plans remain effective and relevant Explain financial products clearly, including benefits, features, and associated risks Maintain accurate client records and ensure all documentation meets compliance standards Work in line with regulatory requirements and internal governance procedures Contribute to a positive team culture and support wider business objectives About You QFA qualified (essential) 5+ years' experience in financial advisory or financial planning Strong commercial awareness with a proven ability to generate revenue In-depth knowledge of pensions, investments, and protection products Demonstrated success in meeting or exceeding targets Excellent communication and relationship-building skills Self-motivated with the ability to manage your own pipeline effectively Strong attention to detail and compliance awareness Comfortable using CRM systems and Microsoft Office tools Skills: Financial Advice QFA Benefits: Benefits Included