Financial Advisor

OverviewWe are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities.You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads.Key ResponsibilitiesDeliver high-quality, compliant financial advice tailored to client needsBuild and maintain long-term client relationships through trust and performanceActively generate new business through referrals, networking, and proactive outreachManage a pipeline of prospective clients and convert leads into completed salesConduct full fact-finds, risk profiling, and suitability assessmentsRecommend appropriate financial solutions including investments, pensions, protection, and planning productsEnsure all advice is fully compliant with regulatory and company standardsWork towards and consistently exceed individual revenue and conversion targetsMaintain accurate records and documentation using CRM systemsRequirementsDIPFA Level 4 qualified or equivalent qualificationCAS (Competent Adviser Status) or equivalent regulatory approvalMinimum 3+ years'' experience as a financial advisor or in a regulated advice roleStrong track record in sales performance and meeting/exceeding ..... full job details .....