Average Financial Advisor salary in Newbury

A highly regarded boutique independent financial planning firm in Berkshire is looking to appoint two experienced Financial Advisers as part of an exciting period of growth following a recent acquisition.This is a fantastic opportunity to inherit an established, high-quality client portfolio, allowing you to focus on delivering exceptional financial planning rather than business development. You'll join a collaborative and client-centric business that places long-term relationships at the heart of everything it does.The Opportunity The firm is recruiting two experienced Financial Advisers, each taking responsibility for an existing client portfolio of approximately £30m-£50m AUM. Clients are predominantly HNW individuals, with an average portfolio size of around £700,000, making this an ideal opportunity for Advisers who enjoy delivering holistic financial planning to affluent clients.The role offers a high degree of flexibility, with a predominantly remote working model, although candidates should be based locally to Berkshire to attend the odd client meetings when required.You'll work closely alongside the firm's existing Directors throughout a structured transition period, ensuring a smooth handover of client relationships, while benefiting from dedicated administrative support and paraplanning.What's on OfferBasic salary of £70,000-£80,000Performance-related bonusInherited client bank of £30m-£50m AUMPredominantly remote workingStrong administrative and paraplanning supportOpportunity to join a growing independent business with exciting long-term ambitionsFuture equity opportunities may be available for individuals who make a significant commercial contribution to the firm's continued growthAbout You We're keen to speak with Advisers who:Hold the level 4 Diploma in Financial PlanningHave experience advising HNW clientsEnjoy building long-term client relationshipsAre based in, or within reasonable reach of, BerkshireAre looking to join a boutique independent firm where quality advice and client service come firstIf you're looking for the opportunity to inherit an established client portfolio within a growing independent financial planning business, we'd be delighted to have a confidential conversation. Please contact Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you a self-motivated Financial Advisor seeking a role where your entrepreneurial flair and business development skills are truly valued? This Financial Advisor job offers you the autonomy to build your own client bank whilst being supported by a comprehensive back-office infrastructure.Our client, a well-established financial planning firm , is looking for an ambitious Financial Advisor to join their growing team. As a Financial Advisor in this role, you'll have the freedom to work remotely whilst benefiting from full administrative, paraplanning, compliance, and HR support – allowing you to maximize your time with clients.What makes this Financial Advisor role different:• Complete back-office support • Attractive bonus structure• Salary reviews based on consistent performance and new business generation• Regular networking opportunities with fellow advisors at provider-hosted events This is a true business development role where you'll drive your own success. You'll need to demonstrate a clear business plan showing how you'll generate clients – whether through existing networks, professional connections, or proven BD strategies. The ideal Financial Advisor will thrive on autonomy and have a track record of successful client acquisition.Financial Advisor Requirements• Essential: Diploma in Financial Planning or equivalent Level 4 qualification• Essential: Proven track record in business development and client generation• Essential: Demonstrable business plan showing revenue generation capability• Essential: Experience as a practicing Financial Advisor with own client relationshipsThe CompanyOur client is an independent financial planning firm. They pride themselves on enabling advisors to focus on what they do best – client relationships and financial planning – by handling all operational aspects centrally. The firm also runs one of the largest Group Personal Pension schemes in the country and is actively expanding their corporate offering.Financial Advisor Benefits• Competitive salary based on business plan and experience• 20% commission on new business above threshold targets• Performance-based salary reviews for consistent high achievers• Comprehensive back-office support (paraplanning, compliance, admin, HR)• Fully remote working arrangement• Regular professional development and networking events• Opportunity to access company-sourced clients once establishedLocationThis Financial Advisor position is fully remote and open to candidates nationwide, with a preference for those based in South West, South East or Midlands. Ready to take control of your financial advisory career? If you have the drive, business acumen, and a solid plan for client generation, we want to hear from you. Apply now to discuss this exciting Financial Advisor opportunity.Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

We are working with a highly successful and growing financial planning business with over £2bn AUM and a strong reputation for investing in and developing its people.They are looking for an ambitious Trainee Financial Planner to join their busy Hungerford office. This is an excellent opportunity for someone looking to build a long-term career in financial advice, with a clear progression route through to Wealth Adviser and beyond.You will work closely with experienced Financial Planners, attending client meetings and gaining exposure to the technical, administrative and client-facing sides of financial planning. The aim is to develop successful candidates into Advisers within around 24 months.The business is committed to supporting employees through professional qualifications and ultimately developing its people towards Chartered status.About youThis role would suit an ambitious financial services administrator looking to progress, graduate or candidate with R0 exams who is keen to build a career in financial planning.You will need to be hardworking, resilient, patient and genuinely motivated to learn. The role is about developing more than technical knowledge - you will also build the client and communication skills needed to become a successful adviser.Package£33,000 starting salary, rising to £36,000 with 4 R0s12% discretionary bonusExcellent benefits packageFull support for professional qualifications and examsClear career progression100% office based during probation3 days office / 2 days homeworking after probationOccasional travel to London during probation, with expenses coveredThis is a fantastic opportunity to join a growing business where personal development is genuinely prioritised and there is a clear, achievable route from trainee level through to Financial Adviser and Wealth Adviser.Individuals must live within a reasonable commute.