Managing and developing your own client relationships while delivering holistic, compliant advice
Building and maintaining long-term, trusted client relationships
Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
Designing and delivering tailored financial planning strategies across pensions, investments and protection
Providing clear explanations of complex advice, costs and regulatory disclosures
Ensuring all advice is compliant and in line with FCA requirements and internal standards
Working closely with our technical and support teams to deliver an efficient, high-quality client experience
Maintaining accurate client records and appropriate documentation
Identifying opportunities to grow your client base through referrals and professional connections
Meeting agreed commercial and performance targets

Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
Strong understanding of FCA regulatory requirements
Experience delivering holistic financial advice
Excellent communication and interpersonal skills
Ability to simplify complex information for clients
Commercial awareness with a proactive, growth mindset
Strong organisational skills and attention to detail
Professional, ethical and client-first approach

Financial Adviser

Key skills