Financial Adviser

Financial Adviser

Location: Remote / Hybrid (Office Access Available for Local Candidates)

Salary: £50,000 - £100,000+ Basic DOE + Production-Based Bonus

Type: Employed or Self-Employed

An established and highly respected wealth management firm is seeking ambitious Financial Advisers to join its growing advice team.

With a 40-year history, a global presence spanning multiple jurisdictions, and significant expansion plans, this is an exciting opportunity for advisers looking to develop their careers within a well-supported and forward-thinking business.

The firm currently manages substantial assets under management and has ambitious growth targets, creating excellent opportunities for advisers to build and develop long‑term client relationships.

As a Financial Adviser, you will be responsible for delivering holistic financial planning advice to new and existing clients, whilst developing and maintaining your own client relationships.

Key responsibilities include:

• Providing holistic financial planning advice across pensions, investments, protection and retirement planning
• Conducting client reviews and identifying ongoing planning opportunities
• Building and maintaining long‑term client relationships
• Developing professional introducer and referral relationships
• Working closely with paraplanning and administration teams to deliver excellent client outcomes
• Maintaining accurate client records and ensuring regulatory compliance
• Contributing to the continued growth of the business

• Level 4 Diploma qualified as a minimum
• Previous experience as a Financial Adviser within an IFA or Wealth Management environment
• Ability to build and maintain strong client relationships
• Strong communication and interpersonal skills
• Commercially minded with a genuine focus on client outcomes
• Candidates with an existing client bank or introducer relationships are particularly welcomed
• Clean regulatory history and strong professional reputation
• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

• Remote working with office access available for local advisers
• Employed and self‑employed options available
• Dedicated administration and paraplanning support
• Opportunity to work within a well‑established and growing business
• Potential access to international opportunities and licences
• 5% employer pension contribution (employed advisers)
• Holiday entitlement increasing with length of service
• Clear long‑term growth opportunities as the business expands

Salary and package will be tailored according experience, client bank, assets under management and overall business potential.