Financial Adviser

A highly respected independent financial planning firm is seeking an Employed Financial Adviser to join their dynamic, client-focused team. Working directly with the Managing Director, the successful candidate will play a key role in expanding the firm’s client base, supported by a robust lead-generation platform designed by the in-house Marketing Director.

This position offers an outstanding opportunity to work with an existing client portfolio while benefiting from a steady stream of new high-quality leads. It is ideal for advisers looking to focus on delivering exceptional client service without the pressure of self-generating new business.

• Established Firm: Over 20 years of combined experience delivering independent financial advice.

• Lead Generation: Regular flow of high-quality leads provided—no cold calling required.

• Client Base: Access to an existing portfolio of clients from day one.

• Specialism: Focus on pensions, investments, and family wealth planning.

• Career Progression: Ongoing training and development with clear progression opportunities.

• Attractive Package: Competitive salary, uncapped bonus structure, pension, and additional benefits.

• Provide independent financial advice on pensions, investments, and wealth management.

• Develop and maintain strong, long-term client relationships built on trust and expert advice.

• Create and implement bespoke financial plans tailored to each client’s needs and objectives.

• Stay informed about the latest financial products, legislation, and industry trends.

• Maintain full compliance with all FCA regulatory requirements.

• Educate clients on financial planning principles and track their investment performance.

• Qualifications: Level 4 Diploma in Financial Planning (or equivalent, e.g., DipPFS).

• Experience: Demonstrable success in building and managing a client portfolio.

• Skills: Strong interpersonal, relationship management, and financial planning skills.

• Motivation: Self-driven, client-centric, and passionate about financial planning.

• Ethics: A commitment to providing ethical, independent, and high-quality advice.

• No pressure to self-generate business—high-quality leads provided.

• A positive, supportive culture with a collaborative team environment.

• Access to administrative and paraplanning support.

• Long-term career progression opportunities towards Senior Adviser or Director level.

This is an excellent opportunity for a driven Financial Adviser looking to join a supportive, ambitious firm where they can thrive and make a real difference.

Apply now to take the next step in a successful financial advisory career.