Financial Advisor
The OpportunityWe are currently recruiting on behalf of a well-established independent financial planning firm for an experienced Financial Adviser (Chartered or Diploma-qualified) to join their growing team.This is an excellent opportunity for an adviser who enjoys working in a client-focused, holistic financial planning environment, delivering high-quality advice across pensions, investments, retirement planning, and wider wealth management.The role sits within a professional and supportive environment where advisers are encouraged to build long-term client relationships and provide tailored financial strategies that support clients at every stage of their financial journey.The RoleThe successful candidate will provide regulated financial advice across a broad range of areas, including:Retirement planning and pension consolidation Investment and portfolio planning Tax-efficient financial planning strategies Wealth preservation and long-term financial structuring Inheritance and estate planning considerations Ongoing client reviews and portfolio management You will be responsible for managing an existing client bank while also developing long-term relationships and identifying opportunities for growth and referrals.Working closely with paraplanners and administrative support, you will ensure all advice is delivered accurately, compliantly, and to a high professional standard.Key ResponsibilitiesDeliver holistic financial advice in line with FCA regulations Conduct in-depth fact finds and produce tailored financial plans Manage and grow a portfolio of private clients Provide ongoing reviews and adapt financial strategies as needed Work collaboratively with internal support teams to deliver seamless client service Ensure full compliance with regulatory and internal procedures Maintain accurate client records and documentation About YouThe ideal candidate will have:Level 4 Diploma in Financial Advice (minimum requirement) Chartered status or working towards Chartered status (desirable) Proven experience as a Financial Adviser within financial planning or wealth management Strong technical knowledge of pensions, investments, and retirement planning Excellent communication and relationship-building skills Ability to manage a client bank independently Strong understanding of FCA compliance and regulatory requirements A proactive, professional, and client-focused approach
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