At a Glance
- Tasks: Build long-term relationships and manage high-net-worth client portfolios.
- Company: Join a respected independent financial planning firm in the Lake District.
- Benefits: Competitive salary, bonuses, and opportunities for career growth.
- Other info: Work in a beautiful location while learning from industry experts.
- Why this job: Make a real impact by advising families and businesses on their financial futures.
- Qualifications: Level 4 Diploma qualified with experience in financial advising.
The predicted salary is between 40000 - 50000 £ per year.
Location: Kendal, Cumbria
Full-time | Permanent
Macbeth Scott has been helping individuals, families and businesses protect and grow their wealth since the 1980s. Today, the firm manages significant client assets and continues to grow through referrals, reputation, and long-standing relationships. Clients trust Macbeth Scott because advice is built on honesty, integrity, and personal service.
We're now looking for a Financial Adviser to become part of the next chapter of the business. This isn't simply about servicing a client bank. It's about becoming a trusted adviser to generations of families, learning from highly experienced advisers, and playing an increasingly important role within an established and respected independent financial planning practice. If you're someone who genuinely enjoys building long-term client relationships, we'd love to hear from you.
What you'll do
- You'll work alongside the existing advisers, gradually taking responsibility for an established portfolio of high-net-worth clients while continuing to develop new relationships.
- Your responsibilities will include:
- Building trusted, long-term relationships with private clients and their families.
- Gradually assuming responsibility for an established portfolio of high-net-worth clients.
- Delivering high-quality financial planning across pensions, investments, protection, and retirement planning.
- Working closely with clients through significant life events and intergenerational wealth transfers.
- Representing Macbeth Scott professionally within the local community and helping develop the firm's already excellent reputation.
- Working collaboratively with experienced advisers while contributing to the long-term future of the business.
What we're looking for
- Experience working as a Financial Adviser within an independent financial planning firm.
- Level 4 Diploma qualified and CAS status.
- Excellent relationship-building skills and a genuine passion for looking after clients over the long term.
- Confident communicating with high-net-worth individuals, families, and business owners.
- Someone who values professionalism, integrity, and traditional client service.
- A proactive individual who wants to become an important part of a successful and growing business.
Why this opportunity stands out
- Join one of the Lake District's longest-established independent financial planning firms.
- Work with an established portfolio of loyal, high-net-worth clients.
- Learn alongside highly experienced advisers with decades of industry knowledge.
- Genuine opportunity to grow your responsibilities as your career develops.
- Excellent salary, bonus, and long-term career prospects.
- Live and work in one of the UK's most beautiful locations.
Apply now
We're working with Recruitment Rebellion on this vacancy. Applications are open for up to 30 days but may close earlier if we find the right person. If you require any adjustments during the recruitment process, please let us know.
Financial Adviser in Kendal employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
