Expire in: a month
Financial Advisor
Location: South West England
Contract: Permanent, Full-Time
Salary: £35,000 - £40,000 per annum (DOE)
Start Date: Flexible
Contact: (url removed)
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 (phone number removed) or email (url removed)
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
Do not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Advisor job near me in South West England! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).
Vita CV uses cookies to enhance your experience, analyze site traffic, and personalize content. By continuing to browse, you agree to our use of cookies.