Financial Adviser

Financial Adviser - Established Client Bank | Whole of Market Firm

Are you an experienced financial advisor looking for a new opportunity within a client-focused wealth management firm? If you're seeking a role where you can take over an established client bank and provide high-quality financial advice, this position could be perfect for you.

About the Firm

This whole-of-market advisory firm places clients at the heart of everything they do, with the ultimate goal of helping them achieve their financial aspirations. As a boutique firm with a close-knit team of Advisers and dedicated back-office support, they offer a collaborative and professional working environment.

The Role

As a Financial Advisor with this firm, you will:

• Take over a substantial, well-established affluent client bank (100-150).
• Manage existing client relationships while also handling new business from warm leads and referrals.
• Work primarily from the office, as most clients prefer in-person meetings or virtual consultations via Teams.
• What’s on Offer? Salary: £50,000 - £70,000 (dependent on experience).
• Support: Full paraplanning and administrative assistance.
• Career Development: Exam support, with a preference for candidates working toward Chartered status (though not essential).
• Benefits: Bonus, Holiday allowance, pension scheme, life cover, etc.
• Work-Life Balance: Limited travel required, as most client interactions take place in-office or remotely.

What We’re Looking For

• Level 4 Diploma qualified.
• Previous experience as a financial advisor.
• Strong client relationship management skills.
• Working toward Chartered status (preferred but not required).

If this opportunity aligns with your skills and ambitions, apply now and we will be in touch to discuss next steps.