About the role
This is a demonstration vacancy created to show the new careers experience.
We are looking for a warm, commercially aware Financial Adviser who shares our belief that great advice should feel personal, clear and reassuring. You will build trusted relationships with clients, understand what matters to them and turn complex choices into practical financial plans.
Working alongside our advice and support team, you will guide clients through important decisions while maintaining the high professional standards they expect from Lilac Financial.
Responsibilities
- Build lasting client relationships through discovery meetings, regular reviews and clear communication.
- Understand each client's objectives, circumstances and attitude to risk before developing suitable recommendations.
- Prepare and present personalised financial plans with support from the wider advice and administration team.
- Explain complex products, risks and trade-offs in straightforward language.
- Maintain accurate, timely and compliant client records throughout the advice process.
- Work collaboratively with colleagues and professional connections to deliver a consistently thoughtful client experience.
What we are looking for
- A Level 4 qualification in financial advice, or clear progress towards competent adviser status.
- Experience within UK retail financial services and a good understanding of regulated advice.
- Confident, empathetic communication and the ability to listen carefully.
- Strong organisation, attention to detail and sound professional judgement.
- A client-first approach grounded in honesty, integrity and long-term thinking.
Benefits and package
- A supportive independent firm where your ideas and experience are valued.
- Time and encouragement for continued professional development.
- A collaborative team environment with hybrid working by agreement.
- A competitive package discussed openly during the recruitment process.
