Financial Advisor

Financial Advisor
Location: Gloucestershire  
Contract: Permanent
Salary: £50,000 per annum bonuses
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are currently working on behalf of a well-established Financial Planning business, who are looking to recruit an experienced Financial Adviser to join their team covering the Cheltenham and Gloucester area.

This is an excellent opportunity for a Level 4 qualified and CAS adviser to take over an existing client bank of approximately 150 clients, with around £30 million Funds Under Management. The successful candidate will be responsible for servicing existing clients while also identifying opportunities to grow the client base through referrals, introductions and new business development.

The role is home-based, with an expectation to attend the office around once per week to stay connected with the wider support team.

Key Responsibilities

• Manage and service an established client bank of approximately 150 clients
• Provide high-quality financial advice across pensions, investments, protection and wider financial planning needs
• Build strong long-term relationships with existing clients
• Identify and develop new client opportunities through referrals and client introductions
• Work closely with the client support and technical teams to deliver a smooth client experience
• Ensure all advice is compliant, suitable and aligned with internal quality standards
• Maintain accurate client records and meet all regulatory requirements
• Contribute to the continued growth and reputation of the business

Candidate Criteria

• Level 4 Diploma qualified as a minimum
• Must hold Competent Adviser Status
• Previous experience as a Financial Adviser within a Financial Planning or Wealth Management environment
• Strong client relationship management skills
• Commercially driven, with the motivation to acquire and develop new clients
• Confident servicing an existing client bank while actively building future opportunities
• Working towards Chartered status would be advantageous

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