Financial Adviser

Are you a dynamic, high-performing financial adviser who wants more than the status quo, and thrives on talking with new clients to fully understand their needs?

If you’re ready to turbocharge your career with a firm that’s redefining financial planning for the modern world, this is your opportunity. They are on a mission to close the Advice Gap by making high-quality, intergenerational advice accessible, affordable, and truly meaningful for everyone. With the Great Wealth Transfer underway, there’s never been a better time to join a fast-paced, high-growth firm where you’ll be trusted, supported, and empowered to make a difference.

Here’s what makes this Wealth Manager role different:

This is not just another advice role. You’ll join a business with a bold purpose: helping families stay financially connected across generations. Their vision is rooted in legacy planning, family-first solutions, and ethical financial advice that supports real lives and futures – not just portfolios.

You’ll walk into a role with clients ready to review, leads waiting in your inbox, and systems designed to streamline everything from booking to reporting. If you’re performance-driven, client-focused and hungry to build something that matters, then keep reading.

What the Role Offers:

• Existing Clients to Service – A portfolio of clients with AUM and protection policies needing regular reviews.
• Qualified Leads Provided – Daily opportunities through our estate planning law firm within the Group. No cold-calling. Just real people who need real advice.
• Cutting-edge AI Paraplanning – Spend more time advising and less time writing reports. Our AI-enabled support delivers fast, compliant, high-quality output.
• Exceptional Admin Support – Appointments booked, applications submitted, client journey managed.  Your admin team has you covered every step of the way.
• Best-in-Class Technology – CRM with full fact-find, ATR, platform integration, and client portal for a seamless planning experience.
• Career Growth – Be part of a firm that nurtures future leaders. You’ll play a part in the growth story and receive mentoring, development, and future leadership opportunities.

Key Responsibilities:

• Deliver a full, end-to-end advice service across investments, pensions, and protection
• Conduct thorough fact-finds and suitability assessments in line with client goals
• Build long-term relationships and deliver annual reviews with excellence
• Drive new business via internal referrals and conversions from warm leads
• Work closely with T&C and supervisory teams to uphold best practices
• Maintain up-to-date knowledge of financial products, markets, and regulation
• Champion client-first outcomes and uphold the highest standards of integrity

What They’re Looking For:

• Proven 5+ years of experience as a Financial Adviser, with strong knowledge across investments, pensions, and protection
• Diploma Level 4 qualified, ideally progressing toward Level 6
• CAS status and SPS in place
• Proven ability to advise high net worth and mass affluent clients
• A performance-driven mindset with a passion for closing the Advice Gap
• Confident communicator with a strong grasp of compliance and Consumer Duty
• A flexible, adaptable attitude, ready to thrive in a business that is growing fast
• Willingness to travel for client meetings

This is more than just a job – it’s your next big step.

If you’re ready to have a full diary, quality clients, market-leading tools and a platform to build a legacy alongside your clients, we want to hear from you.

Apply now to join a team where your ambition, values, and energy will be matched every step of the way.