Financial Adviser

We are seeking an experienced Financial Adviser to join our Lovewell Blake Financial Planning team. The role will provide comprehensive financial planning services to new and existing clients, as well as being responsible for delivering high-quality client-centred advice, building trusted client relationships, and supporting the continued growth and success of the business.

Person Specification

Essential

• Level 4 Diploma in Financial Planning (or equivalent).
• Current Statement of Professional Standing (SPS).
• Experience providing regulated financial advice.
• Strong knowledge of pensions, investments and protection planning.
• Excellent communication and relationship-building skills.
• Good understanding of FCA regulations and Consumer Duty requirements.
• Strong organisation, attention to detail and report-writing skills.
• Ability to work independently and collaboratively as part of a team.

Desirable

• Chartered status or working towards Chartered Financial Planner designation.
• Knowledge of Intelliflo back office system 
• Experience developing business through referrals and networking.
• Knowledge of vulnerable client considerations and suitability requirements.

Job description

Financial Planning & Advice

• Provide holistic financial planning and regulated advice to new and existing clients.
• Deliver suitable recommendations that meet client needs and objectives.
• Conduct client reviews and maintain long-term client relationships.

Client Service

• Deliver a high standard of service and client experience.
• Communicate clearly and professionally through meetings, telephone calls and written correspondence.
• Ensure all advice and communications are clear, fair and in the client's best interests.
• Act with professionalism, integrity and a client-first approach.

Business Development

• Generate new business opportunities through referrals, networking and professional relationships.
• Maintain and develop a strong pipeline of prospective and existing clients.
• Promote the firm's services and reputation within the local business community.

Compliance & Quality

• Ensure all advice, documentation and client records meet FCA and company standards.
• Maintain high-quality suitability and file standards.
• Identify and support vulnerable clients in line with Consumer Duty requirements.
• Work collaboratively with compliance, paraplanning and administration teams.

Professional Standards & Development 

• Maintain regulatory competence and meet ongoing CPD requirements.
• Keep up to date with industry developments, FCA regulations and best practice.
• Participate in relevant training and professional development activities.
• Contribute positively as part of a collaborative team environment.
• Promote the firm's values, reputation and commitment to excellent customer outcomes.

Benefits

• 27 days holiday + bank holidays 
• Access to bonus scheme 
• Access to PMI scheme
• Annual paid CSR day 
• Medicash Scheme 
• Life assurance scheme 
• Salary sacrifice pension scheme