Financial Advisor

Overview

We are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities.

You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads.

Key Responsibilities

• Deliver high-quality, compliant financial advice tailored to client needs
• Build and maintain long-term client relationships through trust and performance
• Actively generate new business through referrals, networking, and proactive outreach
• Manage a pipeline of prospective clients and convert leads into completed sales
• Conduct full fact-finds, risk profiling, and suitability assessments
• Recommend appropriate financial solutions including investments, pensions, protection, and planning products
• Ensure all advice is fully compliant with regulatory and company standards
• Work towards and consistently exceed individual revenue and conversion targets
• Maintain accurate records and documentation using CRM systems

Requirements

• DIPFA Level 4 qualified or equivalent qualification
• CAS (Competent Adviser Status) or equivalent regulatory approval
• Minimum 3+ years’ experience as a financial advisor or in a regulated advice role
• Strong track record in sales performance and meeting/exceeding targets
• Excellent communication, negotiation, and client engagement skills
• Confident in building and closing a pipeline of new business
• Strong understanding of regulated financial products and suitability requirements
• Highly self-motivated with a proactive, commercial mindset

What We Offer

• Uncapped commission structure with significant earning potential
• Competitive base salary (depending on experience)
• Performance-based incentives and bonuses
• Strong lead generation support (where applicable)
• Career progression opportunities within a growing advice business
• Ongoing professional development and regulatory support