As a growing and ambitious Financial Adviser practice my client is looking for a financial adviser to join their team in the lake district to grow and service an existing book of clients.

This exciting role will see a Financial Adviser join their existing team of 10 Advisers in providing excellent financial advice to a number of their 1,800+ clients. The incoming adviser will be given clients to service.

Principal Accountabilities / Main Responsibilities

• Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
• Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
• The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible
• Ability to learn and develop with the business as it grows
• Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service

Knowledge & experience

• Detailed experience of financial advice and technical aspects
• Experience at dealing with clients on a face to face and online basis
• Experience of working with clients of high net worth preferable but not essential
• Experience of working in a team to drive better outcomes for all stakeholders

Skills

• Strong financial advice skills
• Eye for detail and accuracy
• Good team skills and desire to working collaboratively
• Excellent verbal and written communication skills
• Monitoring, evaluating and reporting
• Ability to step back, critique the existing way of working and implement improvements

Behaviours

• A desire to succeed
• A customer focused outlook
• Assertiveness
• Pro-activity
• Team player

Company Benefits

• Basic salary range £45k - £60k
• Additional adviser bonus scheme
• 25 days holiday + 8 days bank holiday
• 5% company pension contribution
• Flexible medical package

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