Financial Adviser
Location: Remote / Hybrid (Office Access Available for Local Candidates)
Salary: £50,000 - £100,000+ Basic DOE + Production-Based Bonus
Type: Employed or Self-Employed
An established and highly respected wealth management firm is seeking ambitious Financial Advisers to join its growing advice team.
With a 40-year history, a global presence spanning multiple jurisdictions, and significant expansion plans, this is an exciting opportunity for advisers looking to develop their careers within a well-supported and forward-thinking business.
The firm currently manages substantial assets under management and has ambitious growth targets, creating excellent opportunities for advisers to build and develop long‑term client relationships.
The Role
As a Financial Adviser, you will be responsible for delivering holistic financial planning advice to new and existing clients, whilst developing and maintaining your own client relationships.
Key responsibilities include:
- Providing holistic financial planning advice across pensions, investments, protection and retirement planning
- Conducting client reviews and identifying ongoing planning opportunities
- Building and maintaining long‑term client relationships
- Developing professional introducer and referral relationships
- Working closely with paraplanning and administration teams to deliver excellent client outcomes
- Maintaining accurate client records and ensuring regulatory compliance
- Contributing to the continued growth of the business
Candidate Requirements
- Level 4 Diploma qualified as a minimum
- Previous experience as a Financial Adviser within an IFA or Wealth Management environment
- Ability to build and maintain strong client relationships
- Strong communication and interpersonal skills
- Commercially minded with a genuine focus on client outcomes
- Candidates with an existing client bank or introducer relationships are particularly welcomed
- Clean regulatory history and strong professional reputation
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
What's on Offer
- Remote working with office access available for local advisers
- Employed and self‑employed options available
- Dedicated administration and paraplanning support
- Opportunity to work within a well‑established and growing business
- Potential access to international opportunities and licences
- 5% employer pension contribution (employed advisers)
- Holiday entitlement increasing with length of service
- Clear long‑term growth opportunities as the business expands
Salary and package will be tailored according experience, client bank, assets under management and overall business potential.
