Financial Adviser
$39,750–$39,750 year
HybridBournemouth, England, United Kingdom
Job Summary
Build trusted relationships with new and existing customers by helping them explore financial goals, needs, and priorities. Provide personalised advice across pensions and investments with a clear focus on good customer outcomes. Hold meaningful conversations that explore circumstances, preferences, and future plans while maintaining high standards of quality, compliance, and risk management. Use your commercial focus to support business objectives while ensuring advice remains fair, suitable, and customer-led. This role requires a Level 4 Diploma qualification in financial planning or regulated financial advice, along with experience providing regulated advice across pensions and investments. You will work 35 hours per week, initially remote but with future requirements to be based within the Bournemouth region.
Required Qualifications
- A Level 4 Diploma qualification in financial planning or regulated financial advice
- Experience providing regulated financial advice, ideally across pensions and investments
- Strong knowledge of financial services regulation, quality standards and risk management
- Experience having detailed customer conversations about financial goals, personal circumstances, preferences and future plans
- A clear customer focus, with the judgement to balance commercial objectives with fair and suitable outcomes
- A confident, clear and supportive communication style, with the ability to explain complex information in a simple way
- Flexibility to work from home and, where needed, from a local branch or Skipton head office
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