Financial Advisor

Opportunity

You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time.

You’ll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more — supported by a highly experienced paraplanning and administrative team.

This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets.

• £65,000 base salary + £10,000 bonus for Level 4 qualified advisers
• £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers
• Additional bonuses for new business and performance – excellent OTE potential
• Hybrid working – typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings)
• All clients provided – immediate portfolio of around 70, growing over time
• Full paraplanning and administrative support
• Collaborative and professional working environment focused on client outcomes

• We’re looking for a professional who:
• Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred)
• Has current CAS and Statement of Professional Standing (SPS)
• Possesses strong technical knowledge across all advice areas (pensions, investments, tax, protection)
• Has a proven ability to build trusted client relationships
• Is organised, proactive, and committed to delivering exceptional client service

This is an excellent opportunity for an Adviser who wants to join a respected wealth management firm offering:

• A warm client base ready to inherit and develop
• Structured career growth and professional development support

A balanced role combining client engagement and technical planning, free from heavy sales pressures.

Mid‑Senior level

Full‑time

Finance

Gatwick, England, United Kingdom (Hybrid: Gatwick office & home)

We are actively recruiting and the position is open for applications.