At a Glance
- Tasks: Deliver tailored financial planning advice to a diverse portfolio of clients.
- Company: Respected wealth management firm with a focus on client outcomes.
- Benefits: Competitive salary, bonuses, hybrid working, and full support team.
- Other info: Structured career growth and professional development opportunities available.
- Why this job: Join a collaborative environment and build trusted client relationships without heavy sales pressure.
- Qualifications: Level 4 Diploma in Financial Planning and strong technical knowledge required.
Opportunity
You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. You’ll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more — supported by a highly experienced paraplanning and administrative team. This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets.
What’s on Offer
- £65,000 base salary + £10,000 bonus for Level 4 qualified advisers
- £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers
- Additional bonuses for new business and performance – excellent OTE potential
- Hybrid working – typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings)
- All clients provided – immediate portfolio of around 70, growing over time
- Full paraplanning and administrative support
- Collaborative and professional working environment focused on client outcomes
About You
We’re looking for a professional who:
- Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred)
- Has current CAS and Statement of Professional Standing (SPS)
- Possesses strong technical knowledge across all advice areas (pensions, investments, tax, protection)
- Has a proven ability to build trusted client relationships
- Is organised, proactive, and committed to delivering exceptional client service
Why Apply?
This is an excellent opportunity for an Adviser who wants to join a respected wealth management firm offering:
- A warm client base ready to inherit and develop
- Structured career growth and professional development support
- A balanced role combining client engagement and technical planning, free from heavy sales pressures.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance
Location: Gatwick, England, United Kingdom (Hybrid: Gatwick office & home)
Recruitment Notice: We are actively recruiting and the position is open for applications.
Financial Advisor employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
