Independent Financial Advisor

South Yorkshire | Hybrid Working (1 Day per Week in Office)
Flexible+ Basic Salary DOE + Bonus + Existing Client Bank

An established and growing wealth management firm is seeking an experienced Independent Financial Adviser to take over and develop an existing client bank across South Yorkshire and the surrounding areas.

This is an excellent opportunity for a client-focused adviser who enjoys building long term relationships and providing holistic financial planning advice to predominantly retired and later-life clients.

You’ll inherit a well established client bank built through adviser acquisitions, with clients, alongside a smaller number of higher-net-worth households.

The role focuses on ongoing client servicing and review work, with comprehensive administrative and paraplanning support allowing advisers to concentrate on client relationships and advice delivery.

• Provide holistic independent financial advice to existing clients.
• Conduct regular client reviews and ongoing servicing meetings.
• Pensions - ISAs
  - Bonds
  - Trusts
  - Retirement planning
  - Investment planning
• Build and maintain strong long term client relationships.

• Basic salary from around £60,000 +, with flexibility
• Attractive bonus structure.
• Full administrative and paraplanning support.
• Review packs prepared in advance of meetings.
• Modern technology and systems to streamline client servicing.
• Hybrid working arrangement with approximately one day per week in the office
  .

To be considered, you should have:

• Experience as a Financial Adviser / Independent Financial Adviser.
• Strong knowledge of pensions, investments, ISAs, bonds and trusts.
• Confidence managing ongoing client relationships independently.
• Excellent communication and interpersonal skills.
• A genuine passion for providing high-quality financial planning advice.

If you're an experienced Financial Adviser looking for a quality client bank, strong internal support, and the flexibility of hybrid working, we'd love to hear from you. Contact us in confidence for further details.