Hybrid Working Existing Support Infrastructure Business Development Focused Role
An exciting opportunity has arisen for an experienced Independent Financial Adviser to join a growing and ambitious financial planning firm based in Bromley.
This established wealth management business has built a strong reputation for delivering high-quality, holistic financial planning advice to individuals, families and business owners. As part of their continued growth strategy, they are seeking a commercially minded Financial Adviser who can drive new business generation while delivering exceptional advice and client outcomes.
This role would suit an ambitious adviser who enjoys developing new relationships, identifying opportunities and building a successful client bank within a supportive and professional environment.
The Opportunity
Working as part of an experienced financial planning team, you will be responsible for generating and converting new business opportunities while delivering tailored financial planning advice across a broad range of areas.
You’ll benefit from dedicated paraplanning and administration support, allowing you to focus on client acquisition, relationship management and advice delivery.
Responsibilities
- Developing and converting new client opportunities through proactive business development activities
- Building and maintaining long-term client relationships
- Conducting comprehensive fact-finding meetings and financial reviews
- Providing advice on pensions, investments, protection and retirement planning strategies
- Assessing client objectives, risk profiles and financial circumstances
- Delivering compliant and client-focused financial planning recommendations
- Managing your own pipeline of prospective and existing clients
- Contributing to the continued growth and success of the business
Requirements
- Level 4 Diploma qualified as a minimum
- Minimum 12 months’ experience in a Financial Adviser role
- Proven ability to generate and convert new business opportunities
- Strong understanding of pensions, investments, protection and financial planning strategies
- Excellent fact-finding and client relationship management skills
- Strong commercial awareness and business development capabilities
- Ability to communicate complex financial concepts in a clear and engaging manner
- Professional, driven and client-focused approach
What's on Offer
- Basic salary up to £90,000 depending on experience
- Structured bonus scheme with strong earning potential
- Hybrid working model (3 days office, 2 days remote)
- Dedicated paraplanning and administrative support
- Established infrastructure and support network
- Supportive and collaborative team environment
- Long-term career progression opportunities within a growing business
- Opportunity to play a key role in the firm's continued expansion
This is an excellent opportunity for a motivated and commercially focused Financial Adviser seeking a platform where they can build their client bank, maximise their earning potential and contribute to the growth of a successful financial planning business.
