Financial Adviser (Associate Director – PS Aspire)

Vacancy Reference: 000632

Location: Bedford

Closing date: Not specified

Employment Type: Permanent – Full Time

Function: Financial Planning

Company: PS Aspire

Brief description
We’re looking for Financial Adviser who will operate from our offices in Bedford and London. We currently seek to recruit a talented financial adviser to join our rapidly growing financial advice business.  You’ll already be an experienced and successful financial adviser with experience of advising high net worth private clients.  We can offer you a rewarding career that is in an evolving and forward looking environment. 
About you:
Knowledge & experience
  • A proven track record in the provision of financial and retirement planning advice to personal clients gained within an Independent Financial Advisory/Wealth Management environment encompassing, annuity, protection, pensions and investments.
  • Experienced in client relationship and client management delivering initial financial planning advice and an ongoing advice service.
  • Experienced in developing client/introducer relationships.
  • A proven track record in delivering against business targets and standards.
Training, education & qualification
  • Good level of academic qualifications, particularly demonstrating strength in English and Mathematics.
  • Qualified to a minimum of RQF (Regulated Qualification Framework) Level 4 (Diploma in Regulated Financial Planning or equivalent), and working towards Advanced Diploma in Financial Planning/ Chartered status (Level 6).
  • Holds a current SPS and authorised by the FCA as an Approved Person.
Skills, abilities & personal qualities
  • Acts with professionalism, integrity and discretion.
  • Delivers clear, suitable advice and service which leads to fair client outcomes
  • Demonstrates strong people focussed customer service.
  • Excellent communicator with clients and colleagues alike.
  • Well-developed written communication skills.
  • Demonstrates a good understanding of current regulations.
  • Ability to work under pressure and to deadlines.
  • Highly self-motivated, enthusiastic, flexible and proactive approach.
  • Shows persistence, flexibility, and innovation when faced with challenges or obstacles.
  • Has appropriate focus on commerciality. 
  • Able to work well as part of a team, recognising the differing contributions which together lead to fair client outcomes.
  • Ability to support, motivate and coach colleagues in a collaborative way.  Share knowledge to the benefit of the team and/or wider business.
  • Takes responsibility for maintaining technical knowledge and demonstrates an attitude to continuous professional knowledge and skills development
About us:
Punter Southall Aspire is a major financial solutions business that blends a strong customer focused heritage with a modern and technology-led outlook. Uniting pensions consultancy, workplace and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.


The closing date for this job has now passed.