Are you an experienced Financial Adviser looking to take the next step in your career with a modern, client-focused wealth management firm?
We're currently looking for a talented Independent Financial Adviser to join a progressive and planning-led firm. Whether you prefer working from home or enjoy the structure of an office, this hybrid role gives you the flexibility to work in a way that suits your lifestyle-while still delivering outstanding service to clients.
The Role:
In this role, you'll help clients clearly define their financial goals and create tailored, easy-to-understand financial strategies that support long-term success. You'll be responsible for:
* Delivering holistic advice through a six-stage financial planning process.
* Conducting in-depth reviews of clients' financial circumstances, goals, and needs.
* Preparing detailed, compliant financial plans and suitability reports.
* Building and maintaining strong client and introducer relationships.
* Sourcing new business through referrals, networking, and company-led initiatives.
* Keeping clients informed of changes to legislation and new financial opportunities.
* Using digital tools and virtual platforms to communicate with clients efficiently.
* Providing timely and accurate management information.
What We're Looking For:
* Diploma in Regulated Financial Planning (or FCA-recognised equivalent).
* CF30 status (or eligibility to obtain).
* A strong, client-centric approach with a clear passion for delivering positive outcomes.
* Excellent interpersonal and communication skills, both in-person and virtual.
* Proven ability to develop new client relationships through business planning and networking.
* A well-presented, professional manner and a desire to continually grow and develop.
What's in It for You:
* Negotiable salary up to £60k + performance-based bonus.
* Full in-house support including administration, paraplanning, and compliance.
* Marketing support and lead generation to help you build your client base.
* Efficient back-office systems, including XPlan for streamlined client servicing.
* Flexibility to work remotely, with access to office facilities when preferred.
* Opportunity for long-term succession planning through a Practice Buy-Out scheme.
* A supportive, collaborative environment with ongoing CPD and development opportunities.
This is a fantastic opportunity to join a well-established and respected financial planning business that genuinely values its advisers and puts clients at the heart of everything.
Interested? Apply today or reach out for a confidential chat to learn more.
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