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Company Description Molyneux Associates Ltd is an independent financial advisory firm based in Envoy House, Plymouth, in the United Kingdom. The firm provides impartial financial advice and tailored solutions to a wide range of clients, helping them plan for their financial futures. As an independent adviser, Molyneux Associates is not tied to any single provider, allowing access to a broad spectrum of financial products. The organization values professional integrity, client-focused service, and long-term relationships. Candidates joining the firm can expect a supportive environment focused on high-quality, ethical financial advice.
Role Description The Self Employed Independent Financial Adviser is a full-time hybrid role based in Plymouth, with flexibility for some work from home. Day-to-day responsibilities include meeting with clients to understand their financial goals, conducting detailed financial assessments, and preparing tailored recommendations covering areas such as investments, retirement planning, and overall financial strategy. The adviser will research and select appropriate products, present advice reports, and ensure ongoing reviews of client portfolios to align with changing circumstances and objectives. Additional tasks include maintaining accurate records, adhering to regulatory and compliance requirements, and proactively developing new client relationships through networking and referrals. The role requires a self-motivated professional able to manage their own client base and workload while collaborating with the wider firm when needed.
Qualifications
* Strong Financial Planning and Financial Advisory skills, with the ability to develop comprehensive, client-focused financial plans.
* Solid knowledge of Finance and Investments, including risk assessment and portfolio construction.
* Experience and expertise in Retirement Planning, including pensions and long-term income strategies.
* Recognized financial planning or advisory qualification (e.g., Level 4 Diploma in Financial Planning or equivalent) and commitment to ongoing professional development.
* Proven experience in an independent financial adviser or similar advisory role, ideally with a self-employed or client-facing background.
* Strong communication, interpersonal, and presentation skills, with the ability to explain complex information clearly to diverse clients.
* High level of integrity, adherence to regulatory requirements, and meticulous attention to detail in documentation and compliance.
* Ability to work independently, manage time effectively, and build and maintain a sustainable client portfolio; familiarity with financial planning software and CRM systems is beneficial.