Financial Adviser


Financial Adviser


Employed Financial Adviser - SouthEast - Excellent basic and fantastic OTE

An exciting opportunity has arisen for a Financial Adviser, with between 2-8 years' experience, to join a highly successful practice in the South East. With over 3,000 clients and in excess of £830m of client funds under management, you'll be joining a very well-established practice with significant infrastructure to enable further growth.

As an adviser of one of the largest practices in the South East, you'll be provided with direct access to;

* Training and development
* Access to a first-class marketing team
* Help to build professional connections and introducers to add to your existing clients
* Back office support staff
* In-house para-planning and administration service
* Wealth Platform Client Portal, providing live valuations
* Industry leading CRM system
* A unique and market leading client review process, which eliminates adviser's admin time and maximises the engagement between an adviser and a client

Main Responsibilities and Accountabilities

* Engaging with clients to determine their financial objectives, through in-depth fact finding to provide them with bespoke holistic financial plan.
* Answering client questions about financial plans and strategies and giving financial advice.
* Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
* Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their planning.
* Analysing financial data received from clients to develop strategies for meeting clients' financial goals.
* Preparing and/or interpreting financial document summaries, investment performance reports and income projections for clients.
* Working to pre-determined targets
* Contacting clients regularly to discover changes in their financial status.
* Building and maintaining your client base

Experience and Education Requirements

* 2-8 years' industry experience.
* Level 4 qualification in financial management (CII preferable)
* Experience managing funds under management (FUM) of £10 million
* Possess strong knowledge of the investment business and strong understanding of financial planning concepts
* Experience with financial planning software
* Excellent interpersonal and communication skills
* A minimum of 24 months CF30 experience

Please quote 47706 when calling Marion at Alexander Lloyd or email them at This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.