Financial Adviser - Pensions and Investments

Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm. As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Devon, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection. What makes this Financial Advisor role stand out? You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts. - Deliver face-to-face and virtual client meetings - Conduct comprehensive financial reviews and produce detailed reports - Develop new business through networking, referrals, and company leads - Leverage digital tools and CRM systems to enhance client service Financial Advisor Requirements: - Diploma in Regulated Financial Planning (or FCA approved equivalent) - Experience as a practicing Financial Advisor with proven client management skills - Business development and networking experience - Desirable: Proficiency with financial planning software and Microsoft Teams The Company Our client is an established wealth management firm experiencing significant growth. Financial Advisor Benefits: - Competitive salary: £Attractive performance-related bonus - Flexible hybrid working arrangements - Professional development opportunities Location Ideally based in or around the Devon area and surrounding regions. Some travel for client meetings is expected. Apply now to discover how this Financial Advisor opportunity could be the perfect fit for you.