Vernon Thomas Recruitment
Financial Adviser
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Desked Based Financial Adviser
Location: South London
Salary: Up to £60,000 + benefits
Working Pattern: Hybrid – 3 days office / 2 days home
I am currently working with a well-established financial planning firm that is looking to appoint an experienced Financial Adviser to join its desk-based adviser team.
This is an excellent opportunity for an adviser who enjoys delivering high-quality financial advice, building long-term client relationships and working as part of a collaborative team.
The Role
The successful candidate will provide regulated financial advice across investments, pensions, protection and tax planning, primarily through telephone and Microsoft Teams.
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Key responsibilities will include:
- Conducting comprehensive reviews of clients' financial circumstances, needs and objectives
- Providing suitable and compliant financial advice
- Researching and recommending appropriate products and solutions
- Preparing personalised financial plans and suitability reports
- Building and maintaining long-term client relationships
- Identifying opportunities to develop existing client relationships and contribute to business growth
- Maintaining accurate and compliant client records
- Ensuring all advice meets FCA and Consumer Duty requirements
- Working closely with adviser support and paraplanning teams
About You
The successful candidate will have:
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- Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
- Current Statement of Professional Standing (SPS)
- Demonstrable experience providing regulated financial advice
- An up-to-date CPD record
- Strong technical knowledge of financial products and FCA regulations
- Excellent communication and interpersonal skills
- Strong attention to detail and organisational skills
- A commitment to delivering excellent client outcomes
This role would suit an experienced Financial Adviser who is passionate about delivering quality advice, developing long-term client relationships and working within a professional, client-focused environment.
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