Financial Adviser
Core
Build trusted relationships with customers to provide personalized advice on pensions and investments, helping them achieve their financial goals.
Role type
Financial Adviser (IC)
Builds
Personalized financial advice solutions for customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Regulated financial advice experience, pensions and investments expertise, financial services regulation knowledge, customer relationship building, risk management, commercial focus
Preferred skills
Level 4 Diploma in financial planning or regulated financial advice
Technologies
N/A
Responsibilities
Building trusted relationships with new and existing customers, providing personalized advice across pensions and investments, holding meaningful customer conversations to explore financial goals and circumstances, maintaining high standards of quality, compliance and risk management, balancing commercial objectives with fair and suitable customer outcomes
Seniority
Mid-level, hands-on IC