Financial Adviser

If you’re a Financial Planner who cares deeply about doing the right thing for clients, for your profession, and for your own long-term development then this opportunity is worth your time.

We’re supporting a highly respected Chartered firm that is looking for a personable, thoughtful and self-motivated Financial Planner to join their team. This is a business built on clarity, integrity and genuine client care. They believe great advice should feel human, honest and empowering – never complicated or transactional.

This is an IFA firm with a strong reputation and a clear, client-centred philosophy.

What makes this role stand out

As a successful Wealth Planner you’ll step into a warm, established, loyal client bank plus lots of new enquiries and leads. You’ll be supported by in-house administrators and paraplanners, freeing you to focus on what matters most: building trusted, long-lasting relationships and helping clients make wise, confident financial decisions.

This role would suit a natural relationship-builder – someone who enjoys annual reviews, understands the power of careful stewardship, and can uncover new opportunities through thoughtful conversations, referrals and professional connections.

What you’ll be responsible for

• Managing and reviewing an existing portfolio of clients, delivering clear, holistic advice across pensions, investments, insurance and long-term planning
• Evaluating client circumstances, understanding goals, and adjusting recommendations as life evolves
• Conducting annual review meetings – both in the office and occasionally in client homes
• Presenting and explaining financial products in a way clients can genuinely understand
• Staying up to date with regulations, best practice and the changing advice landscape
• Working collaboratively with the wider team to ensure a seamless, high-quality client experience

What they’re looking for

• A warm communicator Financial Adviser with excellent presentation skills
• Strong attention to detail and a genuine commitment to delivering first-class advice
• Someone analytical, curious, solutions-focused and eager to keep learning
• A Financial Planner who values long-term relationships over short-term wins 
• Diploma Qualified as a minimum, with full support provided up to Chartered

What’s on offer

• Competitive salary with a great bonus of 25% of new business between £150 – £200k and 35% above £200k production. Plus great benefits and free parking! 
• Support with ongoing professional development (including funding to Chartered) 
• Private Medical Insurance 
• Company pension 
• A place in a firm where people stay because they feel valued – and where clients stay because they feel understood

If you’re looking for a role that gives you both responsibility and genuine support – with clients who appreciate thoughtful, high-quality financial advice – this could be the right next step.  Give us a call today…