Overview
Our client is a modern, people-focused financial planning firm whose mission is to deliver outstanding client outcomes while fostering a culture where advisers can genuinely thrive.
As an Employed Financial Adviser, you’ll be joining a forward-thinking, high-growth business that values initiative, collaboration, and accountability. You’ll have the flexibility to manage your own diary, the backing of strong operational support, and the opportunity to help shape a progressive planning business built around integrity and purpose.
Why Join This Firm?
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Client-First Ethos: Advice is based on doing the right thing, not hitting sales targets.
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Freedom with Accountability: Enjoy genuine autonomy, including flexible working and unlimited holidays, measured on results rather than hours.
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Collaborative Structure: No unnecessary layers of management — decisions are fast and teamwork is direct.
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Career Progression: Transparent pathway to senior and leadership roles, with long-term incentives for performance and growth.
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Rewarding Package: Competitive employed salary and a performance-based bonus structure.
The Role
You’ll deliver holistic financial advice across all areas of planning — pensions, investments, and protection — supporting clients through every stage of their financial journey. The role includes managing part of an existing client base, while also developing new relationships through referrals, inbound leads, and your own professional network.
You’ll be supported by experienced paraplanners and administrators, ensuring you can focus on what matters most: building relationships and providing high-quality advice.
Key Responsibilities
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Deliver comprehensive financial planning tailored to individual client needs.
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Build and maintain long-term relationships founded on trust, clarity, and service excellence.
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Develop new business opportunities through referrals and networking.
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Collaborate closely with internal teams to ensure consistent, high-quality delivery.
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Contribute ideas and initiatives that help the business evolve and grow.
What You’ll Bring
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Level 4 Diploma in Financial Planning (DipPFS or equivalent).
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Chartered status, or a clear commitment toward achieving it.
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Proven experience advising private clients within wealth management.
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Strong interpersonal and communication skills.
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Commercial awareness and a genuine passion for client service.
What’s on Offer
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Salary: £60,000 – £80,000 + Bonus (OTE £80,000 – £100,000)
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Flexibility: Hybrid or remote working environment.
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Unlimited Holiday: Freedom with accountability.
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Full Back-Office Support: Administrative and paraplanning assistance.
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Marketing & Lead Generation: Dedicated in-house support to help you grow your client base.
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Equity & Long-Term Incentives: Opportunities to share in future growth.
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Professional Development: Ongoing training and mentoring to support your progression.
Culture & Values
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Clients First, Always — every decision starts with what’s best for the client.
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Fast Hands, Fine Finish — efficient, accurate, and consistent delivery.
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No Red Tape — clear, simple, and effective processes.
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Freedom with Responsibility — autonomy balanced by accountability.
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Shape It, Don’t Wait For It — initiative and ideas are encouraged and implemented.
This is a firm for advisers who want to deliver advice the right way — ethical, collaborative, and unconstrained by corporate red tape.
Apply Now
If you’re an experienced Financial Adviser looking for a progressive environment that values trust, independence, and personal growth, we’d love to hear from you.
Apply today and take the next step in a career built on purpose, people, and long-term success.