Employed Financial Adviser
Existing client bank
£50,000 - £70,000 + Bonus
Our client is a well-established and fast-growing Wealth Management practice, providing expert, independent financial advice across pensions, investments, and holistic financial planning.
This is an excellent opportunity for an experienced Financial Adviser (IFA) seeking a secure, employed role with access to an existing client bank - no client transfer required. You'll join a supportive, professional environment with strong back office and paraplanning support, allowing you to focus on what you do best: delivering outstanding advice and building lasting client relationships.
Rewards & Benefits
- £50,000 - £70,000
- Bonus: Up to £30,000 in the first year (performance and KPI based, including recurring and new business) - Paid out quarterly
- Full paraplanning and administrative support
- 24 days' holiday + bank holidays + Birthday off
- Hybrid working - ideally in the office twice a week
- Company pension scheme
- PMI
- Financial planning services
- Health & wellbeing programme
- Sponsorship for relevant professional exams and paid study leave
- Paid volunteer and charity leave for recognised events
To be considered for this position:
- Proven experience as an IFA / Financial Adviser.
- Confident providing holistic financial planning advice across pensions and investments.
- SPS (CAS isn't required)
- Tech savvy - AI, company ChatGPT and PlannerPal are used
- A client-centric approach with strong interpersonal and communication skills.
- Self-motivated, ethical, and focused on delivering exceptional client outcomes.
Apply today to be considered for this IFA / Adviser opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience and goals before presenting your details to the client.
Refer a friend or colleague - receive £200 when we help them secure their next role.
Financial Adviser, IFA, Wealth Management, Chartered Financial Planner, Investment & Pensions Advice
