Job: Financial Advisor – Full-Time- Devon- Competitive Salary + Benefits

Financial Advisor – Full-Time- Devon– Competitive Salary + Benefits

Are you an experienced Financial Advisor seeking a stable, long-term opportunity with an established client base? We are looking for a dedicated and professional individual to join our team in Devon.

The Role

As a Financial Advisor, you will take over an existing portfolio of clients, delivering high-quality financial advice across pensions, investments, protection, and wealth management. This is a permanent, full-time employed position, offering a fantastic opportunity to build long-term client relationships and contribute to business growth.

Key Responsibilities

  • Manage and nurture an established portfolio of clients.
  • Provide tailored financial advice to meet clients’ needs and objectives.
  • Conduct regular reviews and ensure compliance with industry regulations.
  • Identify opportunities for business growth and client referrals.
  • Work collaboratively with support staff and colleagues.

About You

  • Level 4 Diploma qualified (or working towards).
  • Proven experience as a Financial Advisor in a regulated environment.
  • Strong interpersonal and relationship management skills.
  • Ethical and client-focused approach.
  • Knowledge of current financial products and services.

What they Offer

  • A secure, full-time employed position with a competitive salary and benefits.
  • An existing portfolio of clients to manage.
  • Ongoing professional development and career progression opportunities.
  • A supportive and collaborative work environment.

If you are a qualified Financial Advisor looking for a rewarding role with a strong client base in Devon, we would love to hear from you!

Apply now to take the next step in your career.

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