About the role
We’re looking for Financial Advisers who share our belief that good financial planning starts with understanding the person behind the numbers.
You’ll develop long-term relationships with clients and provide advice across relevant areas of financial planning, which may include investments, pensions, retirement planning and ongoing wealth management.
We’re particularly interested in advisers who value long-term relationships, regular client reviews and building a sustainable client bank rather than focusing solely on individual transactions.
Responsibilities
- Develop lasting relationships by understanding each client’s circumstances, goals and priorities.
- Provide suitable advice across relevant areas of financial planning, which may include investments, pensions, retirement planning and ongoing wealth management.
- Conduct regular client reviews and adapt financial plans as needs evolve.
- Communicate advice clearly and maintain a consistently client-focused service.
- Build and maintain a sustainable long-term client bank.
What we are looking for
- An appropriate Level 4 financial advice qualification or equivalent.
- The ability to meet all relevant regulatory, competency and network approval standards.
- A relationship-led approach to financial planning and regular client reviews.
- Clear, client-focused communication and the ability to develop a sustainable client bank.
Benefits and package
- A self-employed opportunity built around long-term client relationships.
- Hybrid and flexible working.
- Membership of the Lilac Financial adviser community.
- Access to the wider support and systems applicable to your role.
