An Exciting Opportunity for an Employed 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.
The Offer:
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Established Firm: Over 20 years of combined experience delivering independent financial advice.
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Lead Generation: Regular flow of high-quality leads provided—no cold calling required.
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Client Base: Access to an existing portfolio of clients from day one.
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Specialism: Focus on pensions, investments, and family wealth planning.
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Career Progression: Ongoing training and development with clear progression opportunities.
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Attractive Package: Competitive salary, uncapped bonus structure, pension, and additional benefits.
Key Responsibilities:
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Provide independent financial advice on pensions, investments, and wealth management.
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Develop and maintain strong, long-term client relationships built on trust and expert advice.
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Create and implement bespoke financial plans tailored to each client’s needs and objectives.
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Stay informed about the latest financial products, legislation, and industry trends.
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Maintain full compliance with all FCA regulatory requirements.
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Educate clients on financial planning principles and track their investment performance.
Candidate Requirements:
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Qualifications: Level 4 Diploma in Financial Planning (or equivalent, e.g., DipPFS).
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Experience: Demonstrable success in building and managing a client portfolio.
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Skills: Strong interpersonal, relationship management, and financial planning skills.
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Motivation: Self-driven, client-centric, and passionate about financial planning.
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Ethics: A commitment to providing ethical, independent, and high-quality advice.
Why Join This Firm?
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No pressure to self-generate business—high-quality leads provided.
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A positive, supportive culture with a collaborative team environment.
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Access to administrative and paraplanning support.
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Long-term career progression opportunities towards Senior Adviser or Director level.
Interested?
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.