Hybrid Financial Adviser: Growth, Equity & Learning Support

Ascot Lloyd Group; Reading; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading wealth management firm in the UK is seeking an experienced Financial Adviser. The role involves promoting services, achieving revenue targets, and delivering holistic financial advice. Ideal candidates should be diploma qualified in financial planning with proven experience and possess exceptional interpersonal skills. This position offers a hybrid work environment with opportunities for professional growth and client development.

Benefits

Generous pension

Private medical

Life assurance

Critical illness cover

Electric car salary sacrifice

Paid time off for celebrations

Learning and Development Portal

Qualifications

• Proven experience in financial planning, either independent, restricted, or corporate.
• Commitment to continuous professional development with updated CPD logs.
• Capacity for new client development with a willingness to support growth.

Responsibilities

• Promote AL services and products actively to clients.
• Achieve revenue targets through client retention and new business.
• Deliver holistic financial advice that helps clients achieve their goals.

Skills

Exceptional integrity

Interpersonal communication skills

Client development

Flexibility and growth mindset

Education

Diploma in financial planning

Job description

A leading wealth management firm in the UK is seeking an experienced Financial Adviser. The role involves promoting services, achieving revenue targets, and delivering holistic financial advice. Ideal candidates should be diploma qualified in financial planning with proven experience and possess exceptional interpersonal skills. This position offers a hybrid work environment with opportunities for professional growth and client development.