JobMesh

Financial Adviser

The Private Office · Bath, England, GB

Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and...

Job description

Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and personal service to clients? We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. This is an opportunity to join a collaborative, professional environment where standards are high, support is strong and growth is encouraged. Role Responsibilities: s a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice. Your responsibilities will include: Building and maintaining long-term, trusted client relationships Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles Designing and delivering tailored financial planning strategies across pensions, investments and protection Providing clear explanations of complex advice, costs and regulatory disclosures Ensuring all advice is compliant and in line with FCA requirements and internal standards Working closely with our technical and support teams to deli...