Financial Adviser - Individual Wealth Advice

Key responsibilities

• Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.

• Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.

• Develop long-term relationships built on trust, integrity, and results.

• Prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.

• Work closely with our in-house technical and compliance teams to ensure the highest professional standards.

We are seeking someone with:

• Chartered status advantageous

• Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections

• Proven track record of providing regulated advice in a client-facing role

• Strong technical knowledge across pensions, investments, and tax planning.

• Excellent communication and relationship-building skills.

• A client-centric mindset and commitment to professional excellence.

• Competitive salary £70,000 – £100,000
  , depending on experience.

• Discretionary annual bonus linked to company performance.

• Company car or car allowance.

• Pension scheme
  , life assurance, and comprehensive employee benefits.

• Full administrative and paraplanning support.

• Genuine career development opportunities within a respected, growing group.

Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high-quality advice backed by exceptional client service and a collaborative culture.

If you are an experienced adviser looking for a professional environment where you can thrive, we’d love to hear from you.