Financial Advisor

Futures Assured Limited, established in 2000, provides specialist advice on all aspects of financial planning and security across South Yorkshire, West Yorkshire, Derbyshire, Nottinghamshire, and Lincolnshire. Led by experienced professionals including Managing Director James Lawton, who specializes in retirement planning, the company is backed by over 30 years of industry expertise. With a team of over 20 financial advisers, three compliance officers, and a dedicated administrative team, Futures Assured ensures clients receive high-quality, impartial advice to help meet their financial goals.

Futures Assured Limited is regulated and authorized by the Financial Conduct Authority, ensuring adherence to the highest standards of professionalism.

This is a full-time hybrid role for a Financial Advisor, based in Sheffield with flexibility for some remote work. As a Financial Advisor, you will provide expert financial planning and investment advice tailored to clients’ unique needs. The role involves meeting with clients, assessing their financial goals, managing retirement planning, providing investment recommendations, and ensuring compliance with financial regulations. Advisors will also maintain professional client relationships and contribute to enhancing the company's services.

• Expertise in Financial Planning and Financial Advisory services
• Experience in Retirement Planning and Investments
• Strong analytical and problem-solving skills in finance
• Excellent interpersonal and communication skills for client engagement
• Relevant qualifications or certifications in finance or financial advisory (e.g., DipFA, or similar)
• Ability to work collaboratively in a hybrid environment with the flexibility for both in-office and remote tasks
• Knowledge of financial regulations and compliance practices