Financial Adviser

An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships.

• Provide tailored financial advice across investments, pensions, tax planning, inheritance, and protection
• Conduct regular client reviews and ensure ongoing suitability of advice
• Build and maintain long-term client relationships
• Generate new business through networking, referrals, and client meetings
• Ensure all client activity is compliant and accurately recorded on CRM systems
• Stay up to date with regulatory and industry changes
• Work closely with internal teams to deliver a high standard of service

• Level 4 Diploma in Financial Advice (essential)
• Minimum 3 years' experience as a Financial Adviser
• Strong knowledge across key financial planning areas (excluding mortgages)
• Experience using cashflow modelling tools
• Excellent communication and interpersonal skills
• High level of professionalism, integrity, and client focus

• Strong relationship-building ability
• Self-motivated and target-driven
• Organised with good attention to detail
• Adaptable and resilient
• Additional Information
• No direct management responsibilities
• Ongoing training and professional development provided

Flexible / Office-based)

£50,000 - £80,000 + Bonus (DOE)

Full-time Permanent