Overview
We are seeking a dedicated and knowledgeable Financial Adviser to join our team. The successful candidate will provide expert financial advice and planning services to clients, helping them achieve their financial goals. This role offers an excellent opportunity for individuals passionate about the financial services sector and committed to delivering personalised solutions. The position is paid, including internship opportunities, and requires a professional approach with a focus on client satisfaction.
Responsibilities
- Analyse clients’ financial situations and understand their short-term and long-term objectives
- Develop tailored financial plans covering investments, savings, retirement, insurance, and estate planning
- Offer expert advice on a range of financial products and services aligned with clients’ needs
- Maintain up-to-date knowledge of financial markets, regulations, and new product offerings
- Build and sustain strong client relationships through regular reviews and ongoing support
- Assist clients in understanding complex financial concepts in clear, accessible language
- Keep detailed records of client interactions, recommendations, and transactions in compliance with regulatory standards
Skills
- Proven experience or strong interest in the financial services industry
- Solid understanding of financial planning principles and practices
- Excellent communication skills with the ability to explain complex information clearly
- Strong organisational skills with attention to detail
- Ability to build trust and rapport with diverse clients
- Professional certification or willingness to pursue relevant qualifications is desirable but not essential
This role offers a rewarding career path for individuals eager to make a positive impact on clients’ financial wellbeing through expert advice and personalised planning.
Pay: £12.50-£13.80 per hour
Benefits:
- Casual dress
- Free parking
- On-site parking
Work Location: Hybrid remote in Blackburn BB2
