At a Glance
- Tasks: Deliver independent financial advice to high-net-worth clients and manage a client bank.
- Company: A forward-thinking financial planning business with a collaborative culture.
- Benefits: Competitive salary up to £75,000 plus bonuses and full support.
- Other info: Join a respected firm with excellent growth opportunities and dedicated support teams.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 75000 - 75000 £ per year.
An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Swindon. This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients.
You’ll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.
This is a client bank-provided and growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You’ll focus on developing and managing a client bank, with full support provided at every stage of the advice process.
You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients.
