Financial Advisor

Financial Advisor
Location: South West England
Contract: Permanent, Full-Time  
Salary: £35,000 - £40,000 per annum (DOE)
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk
Working Arrangements: Hybrid following probation

Job Description
Service Care Solutions are recruiting for an experienced Financial Advisor to join a reputable and growing Financial Advisory group in South West England.

This role focuses on servicing an existing client bank, providing high-quality financial advice and maintaining long-term relationships. You’ll have the opportunity to make a real impact—helping clients achieve their financial goals while being fully supported by an experienced paraplanning and admin team.

This is not a hunting or sales-heavy role — it’s ideal for an advisor who enjoys delivering quality, compliant advice and building lasting client trust.

Key Responsibilities

• Deliver tailored financial advice across pensions, investments, and protection to an established client base.
• Conduct regular client reviews to ensure financial plans remain suitable and effective.
• Maintain strong client relationships through proactive communication and excellent service delivery.
• Collaborate with paraplanners and administrators to ensure accurate and efficient case management.
• Stay up to date with market, regulatory, and product developments to provide informed advice.

Candidate Criteria

• Level 4 Diploma qualified in Regulated Financial Planning (DipPFS) or Financial Advice (DipFA)
• Demonstrable experience providing holistic financial advice to a client bank.
• Strong technical understanding of pensions, investments, and protection products.
• Excellent communication and relationship management skills.
• Ethical, client-focused, and committed to delivering outstanding service.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.