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Financial Advisor

Reference Number: 7867

Job Specifications

  • Job LocationLocation: Preston
  • Job SalarySalary/Rate: 40,000 per annum (OTE £60,000) / Year
  • Job Contract TypeContract Type: Permanent
  • Employment TypeHours Type: Full Time
  • Job Shift TypeShift Type: Monday To Friday
  • Browse Other JobsBrowse: Sales Jobs

Job Description

Our client, a well-established Independent financial advisor firm, established in 1973, has an ethos tailored toward building long term relationships with their clients with a focus on delivering service and quality advice.

We are seeking an Independent Financial Advisor who can offer expert advice on suitable investments, private pensions, tax planning and insurance products, the successful candidate will be working with the existing in-house team to service existing clients and help drive the business forward.

Location: Covering Preston to Cumbria (based from home)

The principal functions of a financial advisor are to provide customers with accurate information and bespoke deals that will enable them to make educated choices that suits their specific needs.

Diverse Employment are working on behalf of the advertised position so should you wish to apply, we would be pleased to hear from you.

Job Summary

Hours of Work

  • Flexible (Core hours 9.00am – 5.00pm Monday to Friday)


The following are a list of responsibilities for the Financial Advisor jobs in Preston :

  • Contacting clients and setting up meetings, either within the office or in the clients’ home or business premises
  • Conducting in-depth reviews of clients’ financial circumstances, current and future aims face to face and via the telephone
  • Analysing information and preparing relevant plans / designing financial strategies
  • Completing risk analysis
  • Researching the financial market and providing accurate information to clients on new and existing products and services
  • Reviewing and responding to your clients changing needs
  • Working to sales targets to achieve business growth
  • Negotiating with product suppliers
  • Effectively and concisely liaising with colleagues
  • Effectively and concisely liaising with external bodies such as estate agents and solicitors
  • Working to regulatory standards e.g – requirements for disclosure


  • Financial Planning Qualification (a Diploma will be considered)
  • Ideally be chartered


  • Previous experience required

Desired Skills / Qualities

  • Must be numeric, have effective communication and organisational skills
  • Must be self-motivated and able to work competently
  • Strong eye for detail
  • Exceptional customer service skills

Job Benefits / Perks

  • Bonus structure and benefits to be discussed

Would You Like To Apply?

If you're interested in applying for the Financial Advisor Job In Preston, please apply above and include your current CV.

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