Financial Adviser

Abacus Wealth Services is seeking an experienced and client-focused Financial Adviser to join its team. This is an opportunity for a motivated financial planning professional to build and maintain long-term client relationships, deliver tailored financial advice and support clients in achieving their financial goals.

The successful candidate will take a holistic approach to financial planning, providing high-quality advice while developing their client bank and contributing to the continued growth of the business.

Key Responsibilities

• Client Relationship Management: Build and maintain strong, long-term relationships with clients, understanding their individual circumstances, objectives and financial aspirations.
• Financial Planning: Conduct comprehensive client reviews and develop tailored financial plans to meet short-, medium- and long-term objectives.
• Investment Advice: Provide appropriate investment recommendations aligned with clients’ risk profiles, financial goals and capacity for loss.
• Retirement Planning: Advise clients on pensions, retirement income strategies and wealth preservation.
• Protection Planning: Identify clients’ protection needs and recommend suitable solutions where appropriate.
• Wealth Management: Support clients with investment planning, tax-efficient strategies, estate planning considerations and intergenerational wealth transfer, within the scope of the adviser’s permissions and expertise.
• Business Development: Identify opportunities to grow the client bank through professional connections, referrals and existing client relationships.
• Ongoing Client Service: Deliver regular reviews and proactive communication to ensure clients’ financial plans remain appropriate as their circumstances evolve.
• Regulatory Compliance: Maintain accurate client records and ensure all advice and recommendations meet FCA regulatory requirements and the firm’s compliance standards.
• Professional Development: Keep up to date with industry developments, regulatory changes and best practices within financial planning.

Candidate Requirements

• Level 4 Diploma in Regulated Financial Planning or an equivalent recognised qualification.
• Current Statement of Professional Standing (SPS), as required for the role.
• Previous experience providing regulated financial advice to clients.
• Strong knowledge of investments, pensions, retirement planning and wider financial planning solutions.
• Excellent communication and relationship-building skills.
• A client-focused mindset, with the ability to explain complex financial concepts clearly.
• Strong organisational skills and attention to detail.
• A proactive approach to business development and client retention.
• A commitment to delivering suitable advice and maintaining high professional and ethical standards.

The Ideal Candidate

The ideal candidate will be an established Financial Adviser who takes pride in delivering high-quality, personalised advice and building trusted client relationships. They will be commercially minded, motivated to develop their business and committed to providing a first-class client experience.

The Opportunity

This role offers the opportunity to develop your career within a financial planning environment, build lasting client relationships and contribute to the long-term success of Abacus Wealth Services.

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