Chartered Financial Adviser

Chartered Financial Adviser Job Description Template

Our company is looking for a Chartered Financial Adviser to join our team.


  • Keep up to date with all relevant product, legislative and technical changes;
  • Research existing arrangements and consider other options to achieve client objectives;
  • Develop the business via internal introducers;
  • Complete fact finds and gathers all other information required;
  • Engage with clients, define their objectives and agree project fees;
  • Ensure all work carried out is compliant and complete;
  • Network and present to groups of professionals;
  • Assist clients with the completion of any required paperwork;
  • Delivering client-focused, professional financial advice to new and existing clients;
  • Attain and maintain level of competence as required by the firm;
  • Carry out regular reviews for existing clients;
  • Take responsibility for, and deliver client service to, a high standard;
  • Undertake other duties and projects as required;
  • Prepare suitability reports to explain recommendations;
  • Ensure a current statement of professional standing (SPS) is held at all times.


  • Able to manage pressure and changing circumstances;
  • Commercially minded;
  • Decisive and tenacious;
  • Strategic;
  • Analytical;
  • Self-motivated results-driven with a positive outlook;
  • Pragmatic;
  • Meticulous;
  • Effective communicator;
  • Adaptable team player.