Financial Advisor at Vero HR Ltd

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Financial Advisor at Vero HR Ltd. 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.. Company Location: United Kingdom.