Financial Adviser

About this role

We’re recruiting for a Financial Adviser to join our team, helping customers make informed financial decisions and achieve their long-term financial goals. This is a rewarding opportunity for a qualified financial adviser who is passionate about delivering high-quality advice and positive customer outcomes. Working in a regulated environment, you'll build trusted relationships with customers, understand their individual needs and provide suitable financial planning recommendations.

You'll play a key role in supporting business performance while ensuring the highest standards of conduct, compliance and customer care. What you'll be doing: Providing suitable regulated financial advice based on a thorough understanding of customers’ needs, objectives and circumstances Assessing customer information and recommending appropriate financial planning solutions and products Delivering advice in line with Consumer Duty requirements, regulatory obligations and internal advice standards Building trusted customer relationships and supporting customers throughout their advice journey Managing individual performance against quality, activity and productivity objectives Maintaining and developing technical, regulatory and industry knowledge through ongoing learning and professional development Identifying, managing and escalating risks appropriately, including supporting vulnerable customers where required Contributing to a collaborative culture by sharing knowledge, supporting colleagues and driving continuous improvement Who we're looking for: Level 4 Diploma in Financial Planning (or equivalent recognised qualification) Strong knowledge of pensions, investments, retirement planning and associated financial planning solutions Good understanding of regulated financial advice and the UK financial services market Understanding of Consumer Duty, FCA requirements, vulnerable customer obligations and regulatory expectations Ability to analyse customer information and assess customer needs, objectives and circumstances to support suitable recommendations Proven experience of delivering regulated financial advice and achieving positive customer outcomes Experience of working to quality, risk, compliance and productivity standards A track record of acting as a role model for organisational values, behaviours and conduct standards Strong collaborative skills, with the ability to work effectively with colleagues and support teams to achieve customer and business objectives A commitment to sharing knowledge and best practice to support continuous improvement and a high-performance culture Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you.