Hall 17 Limited t/a Style Incorporated

Role Due to expansion demands we are looking for a qualified Financial Adviser to join to join and growing business is Southampton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications. My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice. Responsibilities: Provide expert financial advice on pensions, investments, and wealth management. Build and nurture strong client relationships to help them achieve their financial goals. Conduct virtual consultations using the latest technology. Stay compliant with FCA regulations while delivering high-quality service. Proactively develop new business opportunities through enquiries, referrals, and lead generation. Meet client demands, keep them up to date with progress, and engendering trust and respect. Aligning all processes with client service agreements. Creating and maintaining compliant client files where all communication is documented correctly. Requirements: Successful candidates must have a full Diploma in Financial Planning Level 4. Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service. Having your own client base is not essential but would be advantageous. Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages. You must be well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required.

Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office