OverviewWe 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