Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 15, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
A Housing Association is currently looking for a Home Ownership Support Adviser on a temporary basis for about 3 months. Key responsibilities are as follows Be the conveyancing specialist within the Home Ownership Support team acting as the single point of contact for your customers, providing sound advice,proactively progressing transactions and unlocking obstacles to completion/resolution. Lead on all relevant legally administrative functions related to the transfer or disposal of property. Manage a complex and demanding caseload, juggling competing priorities, ensuring cases are progressed and deadlines met. Work under your own initiative to determine actions and advice needed for each transaction. Competently handle customer enquiries about a range of Low-Cost Home Ownership products. Support with the management of team in-boxes and general enquiries. Supply day-to-day supervisory and escalation support for the Home Ownership Support Officers and Operations staff, hosting surgeries and providing training across the organisation to share your expertise. Lead on the disposal of void units, undertaking viewings or on-site visits if required. Actively champion continuous improvement, identifying and suggesting service improvements for implementation and work collaboratively with the wider department to reach our joint objectives. Build and maintain collaborative working relationships with internal and external stakeholders to foster better outcomes for our residents, drive successful transactions and share expertise. Be engaged on policy and legislative changes, highlighting risks and following relevant policies and procedures as required. Achieve high levels of customer satisfaction and financial targets as set by the Home Ownership Support Manager, in line with our customer strategy. Drive income by actively promote staircasing, loft conversion, lease extension and loan redemption, managing all aspects of each application. Meet our compliance requirements, ensuring data is recorded correctly, and transactions are completed in line with regulatory and audit requirements. Inform business planning thorough effective progression and accurate forecasting of your transactions. Support Operations and our customers by making sure new accounts are set-up, amended and closed as needed, including the amendment of rents and ground rents. Manage complaints and service recovery effectively and within designated timescales. Support team and departmental projects as required by the Home Ownership Support Manager. Support the effective management of other low-cost home ownership products (historic or new) as necessary. PAYE 26.81 Umbrella 35.46 Hybrid role Essential requirements Worked in a similar role previously and has knowledge of shared ownership,lease extensions,right to buy, affordable housing, understanding ground rent. Experience of working independently to deliver excellent customer service across a diverse workload, in a fast paced, target driven environment. Must be immediately available or on short notice
May 14, 2026
Seasonal
A Housing Association is currently looking for a Home Ownership Support Adviser on a temporary basis for about 3 months. Key responsibilities are as follows Be the conveyancing specialist within the Home Ownership Support team acting as the single point of contact for your customers, providing sound advice,proactively progressing transactions and unlocking obstacles to completion/resolution. Lead on all relevant legally administrative functions related to the transfer or disposal of property. Manage a complex and demanding caseload, juggling competing priorities, ensuring cases are progressed and deadlines met. Work under your own initiative to determine actions and advice needed for each transaction. Competently handle customer enquiries about a range of Low-Cost Home Ownership products. Support with the management of team in-boxes and general enquiries. Supply day-to-day supervisory and escalation support for the Home Ownership Support Officers and Operations staff, hosting surgeries and providing training across the organisation to share your expertise. Lead on the disposal of void units, undertaking viewings or on-site visits if required. Actively champion continuous improvement, identifying and suggesting service improvements for implementation and work collaboratively with the wider department to reach our joint objectives. Build and maintain collaborative working relationships with internal and external stakeholders to foster better outcomes for our residents, drive successful transactions and share expertise. Be engaged on policy and legislative changes, highlighting risks and following relevant policies and procedures as required. Achieve high levels of customer satisfaction and financial targets as set by the Home Ownership Support Manager, in line with our customer strategy. Drive income by actively promote staircasing, loft conversion, lease extension and loan redemption, managing all aspects of each application. Meet our compliance requirements, ensuring data is recorded correctly, and transactions are completed in line with regulatory and audit requirements. Inform business planning thorough effective progression and accurate forecasting of your transactions. Support Operations and our customers by making sure new accounts are set-up, amended and closed as needed, including the amendment of rents and ground rents. Manage complaints and service recovery effectively and within designated timescales. Support team and departmental projects as required by the Home Ownership Support Manager. Support the effective management of other low-cost home ownership products (historic or new) as necessary. PAYE 26.81 Umbrella 35.46 Hybrid role Essential requirements Worked in a similar role previously and has knowledge of shared ownership,lease extensions,right to buy, affordable housing, understanding ground rent. Experience of working independently to deliver excellent customer service across a diverse workload, in a fast paced, target driven environment. Must be immediately available or on short notice
Our client is looking for a new member of the team; They are growing and looking for a Customer Experience Advisor to join their award-winning team. You'll play a key role in delivering outstanding service to Financial Advisers and Policyholders, helping to resolve queries via phone, email, webchat, and post. If you have a passion for great customer service and thrive in a supportive, innovative environment, we'd love to hear from you. You will be resolving customer queries at first point of contact via telephone calls, webchats and emails, it is important to keep accurate and up-to-date customer records by working through admin tasks and be prepared to take ownership of issues and see them through to resolution. You will have a customer-first mindset and strong communication skills, positivity, energy, and the ability to manage your own workload. The business promotes team spirit and resilience when dealing with challenging queries. You will have previous experience in customer service and be keen to go the extra mile. There is opportunity for progression within the business and regular supportive meetings to ensure you are enjoying your role to the full. Please apply today for an early interview.Our client is looking for a new member of the team; their mission is simple: to ensure every family has the insurance protection they need. They are growing and looking for a Customer Experience Advisor to join their award-winning team. You'll play a key role in delivering outstanding service to Financial Advisers and Policyholders, helping to resolve queries via phone, email, webchat, and post. If you have a passion for great customer service and thrive in a supportive, innovative environment, we'd love to hear from you. You will be resolving customer queries at first point of contact via telephone calls, webchats and emails, it is important to keep accurate and up-to-date customer records by working through admin tasks and be prepared to take ownership of issues and see them through to resolution. You will have a customer-first mindset and strong communication skills, positivity, energy, and the ability to manage your own workload. The business promotes team spirit and resilience when dealing with challenging queries. If you have financial services or similar experience that would be great but not essential. You will have previous experience in customer service and be keen to go the extra mile. There is opportunity for progression within the business and regular supportive meetings to ensure you are enjoying your role to the full. The role is hybrid 3 in the office and 2 from home and there is an excellent benefit package. Please apply today for an early interview.
May 11, 2026
Full time
Our client is looking for a new member of the team; They are growing and looking for a Customer Experience Advisor to join their award-winning team. You'll play a key role in delivering outstanding service to Financial Advisers and Policyholders, helping to resolve queries via phone, email, webchat, and post. If you have a passion for great customer service and thrive in a supportive, innovative environment, we'd love to hear from you. You will be resolving customer queries at first point of contact via telephone calls, webchats and emails, it is important to keep accurate and up-to-date customer records by working through admin tasks and be prepared to take ownership of issues and see them through to resolution. You will have a customer-first mindset and strong communication skills, positivity, energy, and the ability to manage your own workload. The business promotes team spirit and resilience when dealing with challenging queries. You will have previous experience in customer service and be keen to go the extra mile. There is opportunity for progression within the business and regular supportive meetings to ensure you are enjoying your role to the full. Please apply today for an early interview.Our client is looking for a new member of the team; their mission is simple: to ensure every family has the insurance protection they need. They are growing and looking for a Customer Experience Advisor to join their award-winning team. You'll play a key role in delivering outstanding service to Financial Advisers and Policyholders, helping to resolve queries via phone, email, webchat, and post. If you have a passion for great customer service and thrive in a supportive, innovative environment, we'd love to hear from you. You will be resolving customer queries at first point of contact via telephone calls, webchats and emails, it is important to keep accurate and up-to-date customer records by working through admin tasks and be prepared to take ownership of issues and see them through to resolution. You will have a customer-first mindset and strong communication skills, positivity, energy, and the ability to manage your own workload. The business promotes team spirit and resilience when dealing with challenging queries. If you have financial services or similar experience that would be great but not essential. You will have previous experience in customer service and be keen to go the extra mile. There is opportunity for progression within the business and regular supportive meetings to ensure you are enjoying your role to the full. The role is hybrid 3 in the office and 2 from home and there is an excellent benefit package. Please apply today for an early interview.
Clear IT Recruitment Limited
Watford, Hertfordshire
My client, a Top 50 firm of Chartered Accountants & Tax Advisers, is looking to hire a Mixed Tax Supervisor / Corporate Tax Supervisor to join their Watford office. The firm is well-established, forward-thinking and part of an international network, advising a wide range of UK and international clients. They are known for their supportive culture, technical excellence and strong commitment to staff development, including CTA study support where applicable. This is a great opportunity to join a growing tax team where you will take ownership of a varied portfolio across both compliance and advisory work. Responsibilities: • Preparing complex personal, partnership, trust and corporate tax returns • Reviewing work completed by junior team members • Supporting wider compliance work including P11Ds, PSAs, ATED, Form 42 and EMI40 filings • Managing a client portfolio, ensuring deadlines and filings are met • Liaising with clients and HMRC to resolve queries • Drafting responses to HMRC correspondence and enquiry work • Supporting tax planning assignments including capital allowances, R&D, share schemes and HMRC clearances Requirements: • ATT, ACA or ACCA qualified (CTA part-qualified or studying preferred) • 3+ years' tax experience in practice • Strong technical knowledge across personal and corporate tax • Confident communicator with good client-facing skills • Strong attention to detail and ability to manage workload independently • Proactive team player Benefits: • Hybrid working (office/home split) • Annual Christmas bonus (1 week's salary) • Pension scheme (5% employer / 3% employee) • Private medical insurance (post probation) • Life cover (4x salary) • Income protection scheme • 25 days annual leave plus Christmas/New Year closure days Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
May 11, 2026
Full time
My client, a Top 50 firm of Chartered Accountants & Tax Advisers, is looking to hire a Mixed Tax Supervisor / Corporate Tax Supervisor to join their Watford office. The firm is well-established, forward-thinking and part of an international network, advising a wide range of UK and international clients. They are known for their supportive culture, technical excellence and strong commitment to staff development, including CTA study support where applicable. This is a great opportunity to join a growing tax team where you will take ownership of a varied portfolio across both compliance and advisory work. Responsibilities: • Preparing complex personal, partnership, trust and corporate tax returns • Reviewing work completed by junior team members • Supporting wider compliance work including P11Ds, PSAs, ATED, Form 42 and EMI40 filings • Managing a client portfolio, ensuring deadlines and filings are met • Liaising with clients and HMRC to resolve queries • Drafting responses to HMRC correspondence and enquiry work • Supporting tax planning assignments including capital allowances, R&D, share schemes and HMRC clearances Requirements: • ATT, ACA or ACCA qualified (CTA part-qualified or studying preferred) • 3+ years' tax experience in practice • Strong technical knowledge across personal and corporate tax • Confident communicator with good client-facing skills • Strong attention to detail and ability to manage workload independently • Proactive team player Benefits: • Hybrid working (office/home split) • Annual Christmas bonus (1 week's salary) • Pension scheme (5% employer / 3% employee) • Private medical insurance (post probation) • Life cover (4x salary) • Income protection scheme • 25 days annual leave plus Christmas/New Year closure days Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions. As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals. This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits. You will be responsible for: Conducting client consultations to understand individual financial circumstances. Assessing eligibility for various mortgage products and protection plans. Preparing and submitting mortgage applications while ensuring compliance with industry regulations. Maintaining ongoing relationships with clients to support their evolving financial needs. Collaborating with internal teams to identify and secure the best mortgage solutions. What we are looking for Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role. Possess CeMAP qualification or equivalent. Knowledge of the mortgage industry, mortgage products, and lending processes. Have experience working in finance and customer service Commitment to staying current with regulatory changes and industry developments. This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients lives. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
May 08, 2026
Full time
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions. As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals. This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits. You will be responsible for: Conducting client consultations to understand individual financial circumstances. Assessing eligibility for various mortgage products and protection plans. Preparing and submitting mortgage applications while ensuring compliance with industry regulations. Maintaining ongoing relationships with clients to support their evolving financial needs. Collaborating with internal teams to identify and secure the best mortgage solutions. What we are looking for Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role. Possess CeMAP qualification or equivalent. Knowledge of the mortgage industry, mortgage products, and lending processes. Have experience working in finance and customer service Commitment to staying current with regulatory changes and industry developments. This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients lives. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 08, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
