At a Glance
- Tasks: Deliver personalised financial advice and build lasting client relationships.
- Company: Reputable wealth management firm in Southport with a supportive team.
- Benefits: Competitive salary, performance bonuses, and funding for further qualifications.
- Other info: Modern tools for hybrid work and a focus on professional development.
- Why this job: Inherit an established client bank and grow your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and proven advisory experience.
The predicted salary is between 65000 - 65000 £ per year.
Recruit UK is representing a highly reputable wealth management firm in Southport who are seeking an ambitious
Financial Adviser to join their growing team.
This is an excellent opportunity to inherit an established client bank whilst also developing new business opportunities, supported by a dedicated paraplanning and administration team.
As a Financial Adviser, you’ll provide holistic financial planning, delivering bespoke solutions to clients across investments, pensions, protection, and retirement planning.
You’ll have access to market-leading systems, training, and ongoing professional development to help you succeed and progress your career.
Key Responsibilities
- Deliver personalised financial planning advice to both new and existing clients.
- Build and maintain long-term relationships, ensuring client needs are fully understood and met.
- Develop business opportunities through referrals, networking, and client recommendations.
- Conduct detailed fact-finds and prepare financial strategies in line with FCA regulations.
- Work closely with paraplanners and administrators to ensure seamless client service.
About You
- Qualified to Level 4 Diploma in Financial Planning (Dip PFS/Equivalent).
- Proven experience as a Financial Adviser, Wealth Manager, or IFA.
- Strong technical knowledge across pensions, investments, and protection.
- Excellent communication and interpersonal skills with a client-first approach.
- Ambitious, driven, and motivated to build long-term success in the industry.
- What’s on Offer
- Competitive basic salary of up to £65,000 plus performance-related bonus
- Opportunity to inherit an established client bank.
- Funding and encouragement for further professional qualifications.
- Modern systems and tools to support hybrid/remote working where appropriate.
We are an equal opportunities employer and welcome applications from all qualified candidates.
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