Financial Adviser (Office-Based) – Established Client Portfolio with Room to Grow Salary : Up to £65,000 Discretionary Bonus We are representing an independent financial advisory firm that is seeking a proactive Financial Adviser to manage a portfolio of clients. This is an office-based role designed for an adviser who enjoys relationship management and wants to play a key part in a small, hands-on team servicing clients introduced from a professional services introducer Why This Opportunity Stands Out: Stable Client Base : You’ll take over an established, loyal portfolio of clients, providing holistic advice while building deeper relationships. Collaborative Team : Be part of a small, tight-knit group where everyone, including leadership, contributes across all aspects of the business. The Director is hands-on, ensuring an inclusive, supportive work culture where no task is too small. Room for Growth : Engage in more than just client advising—this role offers exposure to the operational side of the practice, including some administrative work, giving you a well-rounded experience and professional development. What’s in it for You? Salary : Competitive, up to £65,000 depending on experience Bonus : Discretionary annual bonus based on company performance and individual contribution Career Development : A unique opportunity to gain insights into the workings of a busy IFA firm while directly collaborating with leadership. Engaging Work Environment : Work in an energetic, forward-thinking team where variety in tasks keeps the role fresh and stimulating. Your Role: Provide comprehensive financial advice to an existing client portfolio, maintaining long-term relationships and supporting their financial goals. Contribute to the smooth running of the practice by assisting with some administrative tasks as needed. Work closely with a small, focused team and the Director to ensure clients receive the highest level of service. Play an active part in achieving company targets and growing the business. What We’re Looking For: Qualifications : Level 4 Diploma in Financial Planning (or equivalent) Experience : Proven track record in an IFA or wealth management role, with strong client management skills. Attitude : A self-motivated, team-oriented adviser who is willing to fully contribute to an office-based environment and take on a variety of tasks. This is an excellent opportunity for an adviser who enjoys being deeply involved in client relationships while contributing to the daily running of a high-performing IFA practice. If you're looking for a varied role with room for growth, apply today