Financial Adviser

Hiring Now.

As a Financial Adviser at Franklyn, you will work closely with your clients to build a bespoke financial plan, helping them to reach their long-term objectives whilst considering and planning for potential risks that could affect their strategy.

You will be joining Franklyn at an extremely exciting time as we celebrate our 25th Anniversary and enjoy our next phase of growth supporting more clients than ever to enjoy financial well-being. You will enjoy the support of a great team of over 50 professionals, alongside the backing of a FTSE 100 company to deliver the products within our financial plans.

About Franklyn: Franklyn is a special company, we truly believe in giving back to our community, our annual Christmas gala dinner, the Winter Waltz, and charity golf day, The Summer Swing, have raised over £1.69 million for some incredible causes. We are also very active in the sport community, as key sponsors for rugby union side Sale Sharks and Stoke City Football Club. Our bi-annual Franklyn magazine gives a great insight into life at Franklyn and shares some of the great success stories from our clients, news and events from our wider community. In summary, if you are a Professional Financial Adviser who is considering taking a new direction in your career – there is no better home for your talents than at Franklyn, with our unwavering support – you can truly thrive.

Job Summary: As a Financial Adviser at Franklyn, your primary role is to offer expert financial guidance and tailored advice to clients, assisting them in achieving their financial goals through informed decision-making and strategic planning.

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The practice together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James' Place Privacy Policy.


Responsibilities:

  1. Client Consultation: Conduct comprehensive consultations with clients to understand their financial aspirations, assess their current financial status, and determine their risk tolerance and preferences.
  2. Financial Analysis: Perform detailed analysis of client’s financial circumstances, including income, assets, liabilities, and retirement plans, to create personalized financial strategies.
  3. Regulatory Compliance: Ensure all advice and recommendations provided comply with UK financial regulations and standards, including those set by the Financial Conduct Authority (FCA).
  4. Investment Advice: Recommend suitable investment options, considering the specific needs and risk profiles of clients, while staying abreast of the UK investment landscape.
  5. Pension Planning: Provide advice on pension schemes, retirement planning, and tax-efficient strategies in accordance with UK regulations.
  6. Estate Planning and Insurance: Offer guidance on estate planning and insurance products tailored to protect clients and their families in the UK’s regulatory framework.
  7. Client Relationship Management: Build and maintain strong client relationships, providing ongoing support, regular portfolio reviews, and updates on relevant market developments.
  8. Continuous Education: Stay updated on changes in UK financial laws, market trends, and products to ensure the advice provided remains current and valuable.

Requirements:

  1. Qualifications:  Minimum Diploma in Financial Planning.
  2. Knowledge: In-depth understanding of the UK financial market, investment products, pension regulations, tax laws, and compliance standards.
  3. Communication Skills: Excellent interpersonal and communication skills to effectively convey complex financial concepts and recommendations to clients.
  4. Analytical Skills: Strong analytical abilities to assess clients’ financial situations and formulate appropriate financial plans.
  5. Ethical Standards: Adherence to the FCA’s ethical standards and commitment to delivering fair and transparent financial advice.
  6. Relationship Management: Ability to build rapport with clients, identify their needs, and effectively promote suitable financial products and services.

Key details:

  • An exemplary approach to service, in line with the Franklyn philosophy of putting the client at the centre of everything we do.

Location – Cheshire -flexible working available with offices in Congleton, Sandbach, Crewe, Alsager and Newcastle.

Salary – Salary Negotiable with an uncapped bonus. OTE in the region of £100,000.

What’s in it for you?

Life at Franklyn comes with the following benefits:

  • Uncapped bonus
  • Leads provided by the business
  • Contributory pension scheme (after 3 months of continuous service)
  • Death in service (after 6 months of continuous service)
  • Critical illness cover and income protection (after 2 years of continuous service)
  • Private medical insurance (after 5 years of continuous service)
  • 29 days holiday inclusive of any bank holidays
  • Quarterly team events
  • Support with professional development if desired, such as further qualifications

How to Apply

You can apply directly for this role using the form below, or for a confidential talk about a career with Franklyn, you can reach out directly to Gemma Tunstall our Practice Manager.

Practice owner? We are also interested in talking to any Practice owners about joining Franklyn. Please get in touch with Gemma Tunstall to arrange a confidential discussion.

Apply Now

" (Required)" indicates required fields

Max. file size: 2 GB.

The practice together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James' Place Privacy Policy.