Financial Advisor

Financial Advisor Independent Financial Planning Firm Hybrid Working £50,000-£57,500 Basic inc. Profit Share + Private Healthcare + Parking Are you an experienced Financial Advisor (Level 4 Diploma) looking for a new opportunity within a supportive firm?We''re recruiting for a Financial Advisor to join a well-established and independent financial planning business based in the Chelmsford area.This is an excellent opportunity to manage an established client bank and would suit a client-focused financial professional who is confident delivering tailored advice, building long-term relationships, and providing a high standard of financial planning service.The RoleAs a Financial Advisor, you will:Manage and service an established existing client bankConduct detailed fact-finding and analyse client financial informationPrepare and present tailored financial recommendations based on individual client needsResearch products from an approved panel of providersReview financial reports and ensure the suitability of adviceMaintain and develop long-term client relationshipsStay up to date with financial products, legislation, and regulatory changesIdentify opportunities to grow and maximise the client bankFinancial Advisor Requirements:Level 4 Diploma in Financial Planning (minimum qualified advisor status)Strong communication skills, both written and verbalExcellent attention to detail and strong analytical abilityHighly self-motivated with a client-first approachStrong IT and systems ..... full job details .....