FINANCIAL ADVISER
Inherited Clients + Qualified Leads + Bonus | Wealth Adviser |
The Opportunity
You’ll step into an established client base with ongoing demand, backed by a national advice business investing heavily into growth. The focus here is quality advice, long-term relationships, and giving you the tools to build a proper book - not just survive month to month.
You’ll operate in a hybrid model with strong internal lead generation, marketing support, and a structured advice framework to keep you efficient and compliant.
The Role
- Deliver holistic financial planning advice across pensions, investments & protection
- Manage an existing client bank while developing new business opportunities
- Conduct full end-to-end advice process (fact-find → recommendation → implementation → review)
- Build relationships that generate ongoing referrals and repeat business
- Work within a structured advice framework ensuring high-quality, compliant outcomes
What They’re Looking For
- Level 4 Diploma (or equivalent)
- Experience advising clients (wealth / mortgage + progression considered)
- Commercial mindset - comfortable building and retaining client relationships
- Strong communicator with a client-first approach
What’s In It For You
- £60,000–£65,000 base + bonus opportunity
- Existing client bank + qualified leads
- Hybrid working (typically 2–3 days office)
- 5% matched pension + full benefits suite (PMI, income protection etc.)
- Structured training & development via internal academy
Why This Role Stands Out
Most advisory roles promise “leads and support.”
This one actually delivers it - alongside a platform that’s built to help advisers scale properly
#INDJCWEA
Job Types: Full-time, Permanent
Pay: £60,000.00-£65,000.00 per year
Benefits:
- Company pension
- Financial planning services
- Health & wellbeing programme
- Life insurance
- On-site gym
- Private medical insurance
- Work from home
Work Location: In person
