Are you an experienced Financial Adviser looking for your next career move?
If you’re a Financial Adviser with 3–5+ years’ experience, a proven ability to turn good leads into excellent financial advice, and a sharp client focus, this could be the perfect opportunity for you.
About the Opportunity:
Our client is a large, well-established business with a growing Wealth Planning arm, looking to expand their team of Financial Advisers.
What’s on Offer:
*High-quality leads provided for you to convert into client success
*Competitive salary: up to £80,000 for Level 6, up to £60,000 for Level 4
*Annual bonus scheme and profit-sharing opportunities
*Full Paraplanning and Administration support to help you focus on clients
*Generous car allowance
*Pension scheme, matched by employer
*Wide range of employee benefits, including hybrid working
*Ongoing training and full exam support to develop your Financial Adviser career
The Role – Responsibilities:
*Onboard and advise clients, helping them achieve their financial goals
*Work closely with your Paraplanning and Admin colleagues, as well as other Financial Advisers
*Support delivery of client guidance services across an extensive client base
*Collaborate with the Corporate team to enhance client solutions
Who We’re Looking For:
*Experienced Financial Adviser with 3–5+ years’ experience
*Level 4 Diploma in Financial Advice (minimum qualification)
*Proven track record of converting high-quality leads into financial advice
*Confident, proactive, commercially minded Financial Adviser
*Strong communicator, able to build long-term client relationships
*Experience presenting to groups and engaging clients effectively
Why Apply:
*Join a forward-looking, supportive business that values its Financial Advisers
*Be part of a team with a clear plan to deliver excellent client outcomes
*Access training, support, and career development to grow your Financial Adviser skills