Financial Advisor

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Service Care Solutions
ScreenedHybridFull TimeJust posted
Shrewsbury
£70000 - £80000/annum
Posted 1 day ago
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About the role

Financial Advisor Location: Shropshire Contract: Permanent Salary: £70,000 – £80,000 per annum + bonuses    Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are recruiting for a Financial Advisor to join a respected, independent and Chartered financial planning firm based in Shropshire. The company specialises in providing high-quality, holistic and unbiased financial advice to clients locally and further afield. As a Financial Advisor, you will play a key role in delivering tailored financial planning solutions, supporting clients throughout all stages of their financial journey. You’ll work with an experienced team of advisers and paraplanners to provide exceptional service, clarity, and peace of mind to clients navigating complex financial decisions. Key Responsibilities Provide personalised financial planning advice to clients. Deliver holistic solutions across pensions, savings, investments, protection, inheritance tax planning, wills and long-term care. Build strong, long-term relationships based on trust and professional integrity. Prepare and present financial plans and recommendations tailored to client goals. Guide clients through the financial planning process, helping them understand options and trade-offs. Attend client meetings in person or remotely as required. Ensure all advice and documentation meets regulatory standards and internal quality controls. Maintain up-to-date client records, suitability reports, and compliance evidence.Candidate Criteria Qualified Financial Advisor (DipPFS or equivalent), working towards or holding advanced qualifications (e.g., Chartered status). Proven experience providing financial planning advice in an independent or advisory environment. Strong understanding of pensions, investments, protection, tax and retirement planning. Excellent communication skills, able to explain complex concepts in a clear and client-friendly manner. Client service focused, with a desire to build lasting relationships.If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive a bonus for the referral once their probationary period has been completed

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