Job Description
About the Role
Our client is growing and as such they are seeking motivated and experienced Senior Independent Financial to join our team. This role is ideal for an adviser with an established client base or third-party introducer network who is ready to take their career (and earnings) to the next level. You will have the freedom to manage and grow your portfolio, delivering bespoke financial solutions that align with your clients’ goals while enjoying the full support of a leading financial planning firm.
Key Responsibilities
* Leverage your existing network of clients and third-party introducers to grow your book of business.
* Provide expert financial advice, including investment planning, retirement strategies, tax optimisation, and risk management.
* Create and present tailored financial plans to meet individual client needs and objectives.
* Build and nurture lasting relationships with clients and introducers, ensuring consistent and exceptional service.
* Identify and pursue new business opportunities through referrals and partnerships.
* Maintain comprehensive knowledge of industry regulations, financial products, and emerging market trends.
* Collaborate with internal team to access tools, training, and resources that support your success.
About You
You are an established Financial Planner with a proven ability to manage and grow a portfolio of clients. You have an entrepreneurial mindset, strong technical knowledge, and a passion for delivering exceptional results.
Key Qualifications & Skills:
* Demonstrable experience in financial planning, with an existing client base or introducer network.
* Qualified to Level 4 Diploma in Financial Planning (or equivalent); Chartered or Certified Financial Planner status is an advantage.
* Strong relationship management and networking skills.
* Deep understanding of investment strategies, tax planning, pensions, and regulatory requirements.
* Results-oriented, self-motivated, and able to work independently.
* Outstanding communication and presentation skills, with a commitment to ethical client service.
What is on Offer
* The flexibility to manage your own clients and introducers while being supported by a leading comprehensive administration and paraplanning team within an established financial planning firm.
* Competitive earnings structure - employed position - with uncapped potential, tailored to your business model.
* A collaborative and professional team environment to support your success.
* Opportunities to expand your network and grow your business further.
If you are frustrated within your current organisation due to lack of earnings potential or keen to flourish through your own hard work then this might be the company which will allow you to realise your goals.
This is your chance to shape your business while delivering exceptional financial outcomes for your clients.
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