Financial Advisor

Overview We 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