Financial Advisor - Clients

The Role

This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers.

Key responsibilities include:

• Providing expert financial planning and wealth management advice to private clients
• Building and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationships
• Working closely with Investment Managers to deliver strong client outcomes

• Level 6 qualified (CII or equivalent), ideally Chartered or working towards
• Minimum 5 years  experience delivering holistic financial planning advice
• Strong technical knowledge across pensions, tax planning, IHT, trusts, and protection
• Proven ability to build and develop client relationships
• Confident communicator with a professional and consultative approach
• Experience supporting or mentoring others would be advantageous

• Basic salary up to £85,000
• Attractive bonus structure
• Comprehensive company benefits package
• Strong internal support, including paraplanning and administrative teams
• High-quality lead sources and introducer relationships
• A collaborative, professional, and client-focused culture

This is a fantastic opportunity to join a respected firm where you can focus on delivering quality advice, develop your client base and be part of a business that genuinely supports its advisers.