Financial Advisor

Company Overview

A well-respected financial planning firm in Evesham is seeking an experienced Financial Advisor to take over an established portfolio of clients from a retiring advisor. The firm has a strong reputation for long-term client relationships, ethical advice, and providing a highly supportive working environment.

This is a rare opportunity to step into a warm client base, ensuring continuity of service for longstanding clients who value trusted, face-to-face financial planning.

Advisors are supported by an experienced team of paraplanners and administrators, allowing for a strong focus on client relationships and high-quality financial advice.

Responsibilities

• Take ownership of an existing portfolio of clients, ensuring a smooth transition of trust and continuity

• Provide holistic financial advice across pensions, investments, tax planning, and protection

• Conduct regular client reviews, either in-person or remotely, with a strong focus on relationship management

• Ensure all advice and documentation remains compliant with FCA standards

• Work closely with internal support teams to deliver an efficient and professional service

• Contribute to the firm's reputation for client retention and ethical, long-term financial planning

Requirements

• Proven experience as a Financial Advisor, ideally with experience inheriting or managing a client book

• Strong interpersonal and communication skills with a client-first approach

• Confident in advising on pensions, investments, and tax-efficient strategies

• Level 4 Diploma in Financial Planning (CII or equivalent) required

• Advanced qualifications (e.g., Chartered or CFP) are beneficial but not essential

• Comfortable using financial planning software and digital tools for remote meetings and reporting

Salary & Benefits

• Base Salary: £65,000 – £75,000, depending on experience

• Bonus and benefits package available

• Established client book provided from day one

• Full paraplanning and administrative support

• Stable, supportive working environment with strong values and high client retention

• Clear opportunity for long-term progression within the firm

Location & Work Type

• Location: Evesham, Worcestershire

• Work Type: Office-based with flexibility for remote client meetings

• Job Type: Full-Time, Permanent

• Seniority Level: Mid to Senior-Level

How to Apply

This is an excellent opportunity for a qualified Financial Advisor to step into a warm client book and build on trusted relationships with full support from an experienced team. Submit your CV to be considered.