At a Glance
- Tasks: Manage a client bank, delivering tailored financial planning and advice.
- Company: Independent Financial Advisers with a strong reputation and commitment to client independence.
- Benefits: Competitive salary, car allowance, pension contributions, and bonus opportunities.
- Other info: Flexible working environment with excellent career development and training support.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Diploma-qualified, working towards Chartered status, with a background in financial services.
The predicted salary is between 60000 - 65000 € per year.
We are a firm of Independent Financial Advisers based in Market Harborough, dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning. Founded in 2009 and rated 4.9 / 5 on VouchedFor, we work with individuals and businesses across the Midlands, London and the wider UK. Our two principal advisers are Chartered Members of the CISI and Chartered Associates of the London Institute of Banking & Finance. Independence matters here - we have no affiliation with any provider, so every recommendation is built around the client.
A long-standing Adviser is retiring, and we are looking for a Chartered-track Financial Adviser to take on his existing client bank - circa 100+ clients based in and around Warwickshire. This is not a cold-start. You will be paired with the retiring adviser through to October 2027, joining him on client visits across the region so every relationship is handed over personally. After an initial training period at our Market Harborough head office, the role becomes predominantly field-based with the freedom and flexibility you would expect from a modern, independent firm. The ideal candidate joins us in August or September 2026.
What You’ll Be Doing
- Take ownership of a mature client bank of 100+ individuals, families and business owners across Warwickshire and the wider Midlands
- Shadow the retiring adviser on review meetings until full handover in late 2027
- Deliver bespoke, holistic financial planning - pensions, retirement, investments, IHT, protection
- Use the freedom of true independence: whole-of-market product choice and flexible charging
- Bring modern tech (including AI tooling) into how you research, plan and prepare for clients
Who we are looking for
- Living in or near Rugby (or willing to relocate) so you can serve the Warwickshire client base efficiently
- Diploma-qualified and working towards Chartered (Level 6) status
- Background with a larger firm - you appreciate having more freedom around investment choice, flexible charging and modern tools
- Confident with face-to-face advice and remote/phone reviews in equal measure
- Full UK driving licence and own vehicle (car allowance provided)
- Approachable, credible and genuinely interested in long-term client relationships
Package
- Base salary £60,000 - £65,000
- Car allowance £400 per month
- Employer pension 5%
- Equipment Laptop & full kit
- Bonus 40% of earnings over 4 salary
- 25 Days plus bank holidays
- Development, continued support to complete Chartered status
Financial Adviser in Market Harborough employer: Antony George Recruitment
As an Independent Financial Adviser firm based in Market Harborough, we pride ourselves on our commitment to client independence and personalised service. Our supportive work culture fosters professional growth, offering a clear path to Chartered status while providing the flexibility of hybrid working and a mature client bank to manage. With competitive salaries, generous bonuses, and a focus on modern technology, we create an environment where advisers can thrive and make a meaningful impact in their clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Market Harborough
✨Network Like a Pro
Get out there and meet people! Attend industry events, local business meet-ups, or even casual coffee chats. Building relationships can lead to referrals and insider info about job openings that might not be advertised.
✨Showcase Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences and how you’ve helped clients in the past. Use real examples to demonstrate your expertise in financial planning and client relationships.
✨Leverage Social Media
Use platforms like LinkedIn to connect with industry professionals and showcase your knowledge. Share articles, comment on posts, and engage with others in the financial sector to get noticed and build your personal brand.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of standing out in the application process.
We think you need these skills to ace Financial Adviser in Market Harborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match our job description. Highlight your qualifications, especially if you're working towards Chartered status, and any relevant experience in financial advising.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your passion for client relationships and how you can bring modern tech into financial planning.
Showcase Your Independence:Since we value independence, share examples of how you've made client-focused decisions in the past. We want to see that you understand the importance of tailored advice without provider affiliations.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Antony George Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax-efficient solutions. Familiarise yourself with the company’s approach to independent advice and be ready to discuss how you can bring value to their existing client bank.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they’ve equipped you for this position. Highlight any experience you have with face-to-face client interactions and how you've built long-term relationships in the past. This is key for a role that relies heavily on trust and rapport.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and its clients. Ask about the transition process with the retiring adviser and how they envision the future of client relationships. This demonstrates your commitment to understanding their unique approach.
✨Embrace Technology
Since the role involves using modern tech and AI tools, be ready to discuss your experience with these technologies. Share examples of how you’ve used tech to enhance your financial planning or client interactions, as this will resonate well with their forward-thinking ethos.
