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My client is an Independent Financial Advisory firm, providing tailored Financial and Investment Solutions to both individuals and businesses.
As a key Adviser for the business you will be responsible for:
- Providing tailored financial advice across a broad range of services including retirement planning, investment management, estate planning, insurance, and tax strategies
- Building and maintaining strong, trust-based relationships with clients
- Conducting thorough financial assessments and develop comprehensive financial plans
- Staying up to date with regulatory changes and market trends
- Operating with a high level of autonomy while aligning with the firm’s values and client-first philosophy
We are seeking an individual who has a minimum of 2 years experience working as a Financial Adviser, qualified with a Level 4 Diploma in Financial Planning (Chartered Level qualification desirable). You will have a commitment to ethical, independent Advice, coupled with excellent communication and interpersonal skills with the ability to manage your own client base, it would be to you advantage if you have clients to bring with you (although not specifically needed).
My client operates under EOT (Employee Ownership Trust) which means the successful candidate will have:
A Stake in the Business - As an employee, you’re not just working for the business—you’re working with it and in helping the business grow, you are growing your own share within the company (qualifying period applies)Profit Sharing & Financial Rewards - Where profits and turnover allow, employees can receive tax-free bonuses, distributed quarterly (up to £3,600 per year).Long-Term Stability - EOTs often leads to greater job security, stronger client relationships, and a focus on sustainable growth.A Voice That Matters - Employees have greater input into the direction of the company through structured channels of communication and representation.
A great opportunity, great salary offered for the role!!!
