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For Companies At a Glance
- Tasks: Join a dynamic team to provide holistic financial planning for diverse clients.
- Company: Progressive wealth management firm with ambitious growth plans.
- Benefits: Flexible compensation, existing client base, and collaborative culture.
- Why this job: Step into an established practice and make a real impact from day one.
- Qualifications: Level 4 qualified with CAS status and experience in financial planning.
- Other info: Immediate start available; great opportunity for career acceleration.
The predicted salary is between 36000 - 60000 £ per year.
About the Opportunity
We're exclusively partnering with a progressive wealth management firm who are seeking a Financial Planner to join their team as part of ambitious 2026 expansion plans. This is a rare opportunity to step into an established practice with an existing book of business ready to service from day one.
The Role
You’ll be joining a forward-thinking firm at an exciting growth phase, working with a diverse portfolio of clients spanning the UK and internationally. The principals are hands-on and collaborative, creating an environment where quality advice and client relationships are paramount.
What makes this opportunity unique:
- Existing book of business available - remove the pressure of building from scratch
- National and international client base - variety and complexity in your work
- Genuine growth trajectory - be part of strategic expansion plans already in motion
- Collaborative culture - work alongside experienced professionals who value teamwork
- Immediate start available - they’re ready to move quickly for the right person
About You
We’re looking for candidates who are:
- Level 4 qualified (minimum requirement)
- Hold current CAS status - essential for this role
- Experienced in providing holistic financial planning advice
- Passionate about client service and building long-term relationships
- Ambitious and excited by working with sophisticated, international clients
- Based in or willing to work from the Midlands region
Whether you’re an experienced planner seeking your next challenge, or recently qualified and ready to accelerate your career with an existing client base, we want to hear from you. Whilst not essential, candidates with their own client bank would be particularly welcome.
The Package
Compensation is flexible and will be structured to reflect your experience, qualifications, and what you bring to the role. Our client understands that attracting the right talent means offering a competitive package that matches market expectations.
Independent Financial Advisor employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and think about how your experience aligns with their values. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how you can add value to their team. Highlight your qualifications and any existing client relationships you have, especially since they’re looking for someone who can hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always keen to see passionate candidates who are excited about joining a collaborative environment.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Independent Financial Advisor. Highlight your Level 4 qualifications, CAS status, and any relevant experience in holistic financial planning. We want to see how you fit into our exciting growth plans!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client service and building long-term relationships. Let us know why you're excited about working with a diverse portfolio of clients and how you can contribute to our collaborative culture.
Showcase Your Experience: If you have experience with an existing client bank, make sure to mention it! We’re keen on candidates who can hit the ground running, so don’t be shy about showcasing your past successes and how they relate to this role.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on this fantastic opportunity to join our team!
How to prepare for a job interview at Burton Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around holistic advice and client relationship management. Familiarise yourself with the firm's existing book of business and be ready to discuss how you can add value from day one.
✨Show Your Passion
Demonstrate your enthusiasm for client service and building long-term relationships. Share examples from your past experiences where you've gone above and beyond for clients, as this will resonate well with the collaborative culture they promote.
✨Be Ready for Questions
Prepare for questions about your experience with national and international clients. Think about specific cases where you've navigated complex financial situations and be ready to explain your thought process and outcomes.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about their strategic expansion plans or how they support their advisors in maintaining client relationships. This shows you're genuinely interested in the role and the company's future.
