Financial Consultant
Posted about 2 months ago
Location- Swindon
Reference- Ref: 167374
Salary Package- £50000
Expiry Date- Expires 6th Sep 2026
- Job Type
- Permanent
Industry
Financial Advisor
Location: Gloucestershire
Contract: Permanent
Salary: £50,000 per annum + bonuses
Start Date: Flexible
Contact:
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 our client. 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
Candidate Criteria
Location: Gloucestershire
Contract: Permanent
Salary: £50,000 per annum + bonuses
Start Date: Flexible
Contact:
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 our client. 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 our client 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
Greg Waite
Managing Consultant
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