Where you fit in
This Employed Financial Advisor position exists to manage, retain, expand a designated portfolio of established pension and investment clients while generating organic growth. You will step into an active client bank immediately, conduct regular portfolio reviews, and uncover cross-selling opportunities across investments and pensions to build recurring income and earn bonus above your salary validation.
What the job involves
- Provide holistic financial advice to an allocated portfolio of existing private clients.
- Conduct thorough annual reviews, assess ongoing suitability, and identify new business potential.
- Onboard new private wealth clients across pensions, investments, and estate planning solutions.
- Coordinate with dedicated in-house administration and paraplanning support for seamless file preparation.
- Expand client relationships by leveraging international capabilities for expatriate and cross-border planning.
Employed Financial Advisor Requirements
- Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) is essential.
- Current or recent Statement of Professional Standing (SPS) and active CAS status are essential.
- Demonstrable experience providing regulated whole-of-market financial advice to private clients is essential.
- Track record of identifying new business within an existing client base is essential.
- Experience advising high-net-worth business owners or expatriate clients is desirable.
Behind the role
You will join a dynamic, client-centric independent wealth management practice with cross-border licensing. The firm provides a collegiate, transparent office environment with direct access to senior leadership, focusing on comprehensive wealth preservation and high professional standards.
Employed Financial Advisor Benefits
- Base salary of £40,000 to £45,000 depending on experience.
- Immediate allocation of £10m to £20m in transferable assets under management.
- Performance bonus paying 25% on new revenue generated once salary is validated.
- Hybrid working arrangement requiring three days per week in the Durham office.
- Full access to dedicated back-office administration and paraplanning support.
- Comprehensive licensing capabilities to service cross-border and international expatriate clients.
What happens next
Your application comes directly to Premier Jobs UK, not to the employer. Our specialist advisory team reviews every submission and personally replies to every applicant. When your experience aligns with this Employed Financial Advisor role in Durham, we arrange an exploratory call to understand your goals and ensure this matches your career plans. Nothing is ever shared with our client without your explicit agreement.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Financial Advisor in Durham employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
