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Permanent

Financial Advisor

Devon
money-bag 50000.00-50000.00 Annual
3153529872
Posted Yesterday

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? This isn''t just another advisory position. You''ll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. 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 - Maintain and grow client relationships through regular reviews - Leverage digital tools and CRM systems to enhance client service Financial Advisor Requirements: - Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent) - Essential: Experience as a practicing ..... full job details .....

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