As a New Client Adviser, you enjoy fact finding and getting a true understanding of the customer's needs. You value flexibility in your working life and working closely with a friendly and supportive team.
This role isn't going to be micromanaged and it's not for someone who doesn't want to work hard. It's the employed model, generous benefits package, and our unique link with Lloyds as a source of leads that really appeals.
At SPW we are a relatively new company with a long established heritage. We are ambitious, fast moving, and have a goal to be one of the top 5 financial advice companies in the UK. You will be an employed adviser at SPW and will have the flexibility to work in a way that suits you and your clients.
As our next New Client Adviser, you'll be communicating effectively with clients, keeping up to date with industry changes, and adapting your approach to suit the customer's needs. Without you there will be less advice given to customers and their finances could be at risk.
The Key Requirements...
Do you offer
Level 4 qualification
3 years experience in a financial advice role
Joining SPW you will be part of our growth plans to become one of the top 5 financial advice providers in the UK. You will have the opportunity to shape your career in a way that suits you whether that's going down the management route or working with high net worth clients.
Our mission is to provide more advice to more people and to make our clients dreams and aspirations a reality. People enjoy working here because we have a new feel with a long heritage, our growth plans are exciting, and you have the freedom to manage your own diary.
With us, you'll be able to apply your strong communication skills - both written and verbal, your ability to think quickly, and your interpersonal skills to give advice to more people.
Your day to day activities will include:
Reviewing fact find information
Working with key stakeholders
Keeping your industry knowledge up to date
Liaising with colleagues
The Benefits and Perks...
These benefits include:
25 days holiday (with the option to buy or sell 5 extra days)
4% flex fund can be taken as cash, used on benefits, or a combination of both.
Very genius pension scheme - if you contribute 6%, we will contribute 15%
The Next Step...
Thank you for your interest in the role. You will hear from the recruitment team to let you know next steps - any questions please email