Financial Adviser

TL;DR

Financial Adviser (Finance): Providing ongoing advisory services to a bank of clients with an accent on conducting annual reviews and identifying new business opportunities. Focus on managing client relationships, ensuring regulatory compliance, and delivering excellent service within the UK investment market.

Location: Must be based in the UK, with induction at the Head Office in Bristol. Role involves travel for face-to-face client appointments.

Salary: £40,000

Company

hirify.global is the UK’s number 1 investment platform for private investors, dedicated to helping people save time, tax, and money on their investments.

What you will do

• Proactively manage and conduct annual financial reviews with existing clients.
• Partner with the wider Advisory team to maintain and grow client relationships.
• Identify new business opportunities and provide referrals to specialist planners where appropriate.
• Ensure strict adherence to regulatory requirements and internal T&C schemes.
• Represent company values to provide excellent service and optimal client outcomes.

Requirements

• Qualified to at least QCF/CII level 4.
• Full UK Drivers License is essential.
• Proven success in a client-facing role.
• Excellent verbal and written communication skills.
• Ability to operate within licensing restrictions and approved areas of advice.
• Must have the right to work in the UK (no sponsorship provided).

Culture & Benefits

• Discretionary annual bonus and annual pay review.
• 25 days holiday plus bank holidays and flexible working options including hybrid working.
• Pension scheme with up to 11% employer contribution.
• Private medical insurance, life insurance, and income protection.
• Comprehensive wellness support including mental health counselling and fitness access.
• Two paid volunteering days per year.

Hiring process

• 2-stage interview process including competency-based questions.