Independent Financial Adviser – Employed

Independent Financial Adviser – Employed Job Description Template

Our company is looking for a Independent Financial Adviser – Employed to join our team.


  • Maintain and ensure client files are kept up to date;
  • Ensure on-going continuous professional development;
  • Generate a business pipeline to meet your targets;
  • Compile accurate investment reports that reflect client requirements and meet internal business standards;
  • Provide financial planning to prospective and existing clients;
  • Follow up on all inquiries in a timely manner;
  • Undertake regular fact-finding, presentations, and service review meeting with clients;
  • Identify new business opportunities.


  • Level 4 Diploma Qualified;
  • Proven track record of working as a Financial Adviser;
  • The motivation and drive to exceed business targets.

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