Financial Advisor

Vero HR

  • Oxford
  • Permanent
  • Full-time
  • 5 days ago
Job Description:This role is based in the Isle of Man and will require candidates to relocate!About Us:Our client are a well-established, client-focused firm of Independent Financial Advisers based in the Isle of Man. They pride themselves on providing tailored financial advice and long-term wealth planning solutions to individuals, families, and business owners both locally and internationally. Their reputation is built on trust, professionalism, and a deep understanding of our clients' evolving needs.As they continue to grow, they are seeking a dynamic and client-centric Financial Adviser to join the team and contribute to our ongoing success.Key Responsibilities:
  • Provide independent financial advice to new and existing clients across a range of areas including pensions, investments, protection, and estate planning.
  • Conduct thorough fact-finding, needs analysis, and risk assessments to deliver personalised financial solutions.
  • Build and maintain strong, long-term client relationships through regular reviews and proactive communication.
  • Keep up to date with market developments, financial products, legislation, and compliance requirements.
  • Work collaboratively with paraplanners and administrators to ensure smooth and efficient client service.
  • Maintain accurate and compliant client records in line with regulatory and internal standards.
Requirements:
  • Level 4 Diploma in Financial Planning (or equivalent) - essential.
  • Level 6 or Chartered status - desirable, or willingness to progress towards this.
  • Minimum of 2 years' experience in a client-facing advisory role.
  • Strong interpersonal skills and a genuine passion for delivering excellent client outcomes.
  • Ability to work independently, manage your own pipeline, and contribute to the wider team.
  • A good understanding of Isle of Man and UK financial services regulations.
  • Right to work in the Isle of Man.
What We Offer:
  • Competitive salary and performance-based bonus structure.
  • Support with continued professional development and exam progression.
  • Collaborative, supportive working environment.
Interested? Then APPLY now for immediate consideration.

Vero HR