I'm currently working with a boutique independent financial planning firm seeking a motivated Financial Adviser to join its growing team.

This is an excellent opportunity for a recently qualified adviser looking to take ownership of an existing client portfolio whilst continuing to develop their advisory career in a supportive and professional environment.

The successful candidate will inherit and manage an established client bank of approximately £20m Assets Under Management, providing ongoing advice across pensions, investments and protection, whilst identifying opportunities to grow relationships and develop new business.

The Opportunity

• Manage and develop an established portfolio of existing clients
• Deliver holistic financial planning advice across pensions, investments and protection
• Build long-term client relationships through regular reviews and ongoing service
• Identify opportunities to increase assets under management and revenue
• Generate referrals and new business from an existing client base
• Work within a boutique independent advice firm offering flexibility and autonomy

About You

To be considered, you'll need:

CAS Status

Minimum 12 months' experience providing regulated financial advice

Experience advising on pensions, investments and protection

Level 4 Diploma Qualified

Strong relationship-building and communication skills

Ambition to develop your client bank and progress your earnings

This opportunity is particularly suited to a newly qualified adviser, Associate Financial Adviser or Financial Planner looking to move into a role with an existing client portfolio rather than starting from scratch.

What's on Offer?

• Existing client bank to inherit and manage
• Competitive basic salary plus bonus structure
• Independent advice environment
• Administrative and paraplanning support
• Opportunity to develop and grow your own client portfolio
• Long-term career progression

For a confidential discussion, please contact Ursula Sloan at Financial Divisions.