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For Companies You will work with a loyal and expanding client base, supported by an excellent paraplanning and administration team, allowing you to focus on building trusted client relationships and delivering outstanding advice across pensions, investments, protection, and estate planning.
Key responsibilities
Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
Develop long-term relationships built on trust, integrity, and results.
Prepare and present tailored recommendations covering retirement, investment, and tax‐efficient planning.
Work closely with our in-house technical and compliance teams to ensure the highest professional standards.
About youWe are seeking someone with:
Chartered status advantageous
Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections
Proven track record of providing regulated advice in a client‐facing role
Strong technical knowledge across pensions, investments, and tax planning.
Excellent communication and relationship‐building skills.
A client‐centric mindset and commitment to professional excellence.
What we offer
Competitive salary £70,000 – £100,000 , depending on experience.
Discretionary annual bonus linked to company performance.
Company car or car allowance.
Pension scheme , life assurance, and comprehensive employee benefits.
Full administrative and paraplanning support.
Genuine career development opportunities within a respected, growing group.
About usAlan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK\’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high‐quality advice backed by exceptional client service and a collaborative culture.
If you are an experienced adviser looking for a professional environment where you can thrive, we\’d love to hear from you.
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Contact Detail:
Alan Boswell Group Recruiting Team
