Financial Advisor / Financial Planner - working from home

We are recruiting for this role during this challenging time however our client is able to adhere to all policies related to Covid 19 to ensure the well-being of all their employees


We are looking for an experienced Financial Advisor / Financial Planner to work for a Nottinghamshire based company as part of a small established team and our client can offer the flexibility of working from home Monday to Friday office hours to ensure a work life balance to provide regulated financial advice to clients, although you will be asked to go into the office on occasion


As the Financial Advisor / Financial Planner your duties will include


Meeting clients to understand their future investment plans and documenting them accordingly Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacity for loss, existing plans, personal circumstances, tax status and their financial objectives Discussing the investment opportunities and risks related to the particular investment with the clients


Recommending strategies that the clients can use in achieving their financial goals and objectives


Ensuring that recommendations and associated advice is compliant, well researched, comprehensive, and well documented


Taking responsibility for client documentation and ensuring it is complete and compliant


Maintaining the expected standards of service to clients and partners; including reviews of existing client files and conducting review meetings as appropriate to track changes in financial status and economic changes to indicate any necessity of making a change to their existing holdings


Achieving agreed target levels of fee income and meeting the standards set by the firm


Developing professional connections (internal and external) to produce continuing quality client introductions


Carrying out other general duties, as requested from time to time by Senior Management and the Board of Directors, commensurate with skills, experience and status



To be successful of a Financial Advisor / Financial Planner


Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to the clients


Being able to actively listen and explain complex concepts in a manner likely to be understood by a client


Profound knowledge of the financial services market, rules and regulations, products, associated technical and compliance issues


Understand and demonstrate adherence to regulatory requirements and obligations


IT literate, including the full Microsoft Office suite


Excellent telephone and communication manner essential


Clean driving licence


Good organisational, administrative and time management skills essential


Self-discipline, motivation and initiative with ability to work alone and unsupervised, and within a team environment when appropriate


Results driven and service orientated


Flexible attitude to work, prepared to travel, evening appointments etc.


Must be qualified to Diploma level 4 or higher and committed to further professional advancement via examination


Must have a current and valid Statement of Professional Standing



Once successful in the Financial Advisor / Financial Planner you will receive excellent benefits including a work life balance, a very supportive team and line manager, able to work from home, company car, 30 days holiday, bonus, pension and flexible benefits

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Michelle Jackson