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Financial Adviser jobs in Stapleford

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    • Proven experience in financial services or related fields with a strong understanding of financial planning principles.
    • Certification such as R01-R06 preferred.
    • Strong interest in financial planning and wealth management.
    • Assist in preparing financial recommendations and reports tailored to client needs.
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    • Supporting schools with financial management systems, accounts, records, and statutory financial returns.
    • Strong experience of financial management software and…
    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • Wealth Planning Administrator -* Transferable experience from other areas of Administration or financial services welcome.
    • What They’re Looking For*.
    • Wealth Planning Administrator -* Transferable experience from other areas of Administration or financial services welcome.
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    • Build and grow your own adviser hub through established introducer partnerships.
    • You'll receive a consistent flow of high-quality leads from established, long-…
    • Confident working towards targets and financial KPIs.
    • Previous experience within commercial finance, asset finance, business finance or a similar financial…
    • Our client is a well-established Wealth Management Practice providing a bespoke and highly professional service to Private Clients, Business Owners, Trustees…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • Previous experience within financial services, particularly in Paraplanning or financial planning administration, would be beneficial.
    • Managing adviser diaries and client reviews.
    • Preparing client meeting packs and documentation.
    • Liaising with clients and product providers.
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    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.

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Financial Advisor Full Time
Bowden Financial Consultancy Ltd
Coalville
•
Hybrid work
£28,000 - £40,000 a year
Permanent, Full-time
Apply now

Job details

£28,000 - £40,000 a year
Free parking, Company pension, Work from home, On-site parking
Permanent, Full-time
Hybrid work in Coalville

Full job description

Job Description:

We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients, assisting them in making informed decisions about their money and financial future.

Duties

  • Assess clients’ financial needs by gathering detailed information on their income, expenses, assets, and liabilities
  • Develop comprehensive financial plans that include investment strategies, retirement planning, tax optimisation, life insurance, mortgages and risk management
  • Educate clients on various financial products and services to help them make informed decisions
  • Monitor market trends and adjust financial plans proactively to maximise client benefits
  • Maintain regular contact with clients to review progress, update strategies, and ensure satisfaction
  • Stay current with industry regulations, compliance standards, and new financial tools or products
  • Document all client interactions thoroughly to ensure transparency and adherence to regulatory requirements

Requirements

  • Proven experience in financial services or related fields with a strong understanding of financial planning principles
  • Excellent communication skills with the ability to explain complex concepts clearly and confidently
  • Strong analytical skills to evaluate clients’ financial data and develop effective strategies
  • Knowledge of investment options, insurance products, retirement accounts, and tax laws
  • Ability to build trusting relationships through active listening and personalized service
  • Certification such as R01-R06 preferred
  • A proactive attitude with enthusiasm for helping clients achieve their financial aspirations

If you are passionate about helping individuals achieve their financial goals we encourage you to apply for this rewarding opportunity.

Pay: £28,000.00-£40,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • On-site parking
  • Work from home

Ability to commute/relocate:

  • Coalville, Leicestershire: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Please tell me any relevant work experience
  • Please tell my why you're interested in the role?

Education:

  • A-Level or equivalent (required)

Language:

  • English (required)

Licence/Certification:

  • Driving Licence (required)

Work authorisation:

  • United Kingdom (required)

Work Location: Hybrid remote in Coalville

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