Financial Advisor

Salary:
to £80,000 (on experience) + OTE
Location:
Newbury / Hybrid

Job Description

Overview:

Great opportunity for an experienced Financial Advisor to join a well-established independent financial planning company, located in the Newbury area. This is a key role to the business, offering excellent Financial Planning and Wealth Management services to clients. The successful candidate will have the opportunity to utilise an existing client book and will also seek to actively generate further leads. This is a hybrid role between home and office working, with office-based days often only 2 days per week depending on business needs/client meetings.

Responsibilities:

  • Building lasting relationships with new and existing clients
  • Conducting client meetings to identify financial requirements
  • Liaising with clients regularly over the phone and face to face, including high net worth clients
  • current financial plans with clients and making suitable recommendations
  • Creating financial plans to support each client’s financial requirements, including criteria to address shortfall analysis, wealth management and contingency planning
  • Generating new business and client relationships
  • Updating CRM systems and company platforms adhering to FCA guidelines, current legislation and regulations

Requirements:

  • Strong Financial Advisory experience
  • DipFA qualified
  • Excellent relationship builder and client management skills
  • Proven track record of converting leads into new business
  • Must have own transport

If you think you are suitable for this role, then please click “APPLY” now!‍‍ ‍‍

Recruitment Note:

Due to the unprecedented volume of response we are currently receiving, regrettably we are no longer able to respond to every application individually. If you have not heard back from us within 5 days, please assume your application for this role has been unsuccessful. We do read each CV carefully and if the situation changes or another potentially suitable role becomes active, we will be back in contact.

Why Calibre Candidates?

We appreciate that job searching can be a stressful time, that’s why we why are here to provide expert advice and support every step of the way. Whether you are looking for a senior role or your first step on the job ladder, we are here to help. Many of our consultants are HR qualified and experienced recruiters, who take time to understand what is important to you in your next career move.
Ready to apply?
Submit CV Now