Financial Adviser

Loughborough – Hybrid

£60,000 - £70,000 + + existing client bank + private healthcare + DIS + paraplanning support + career development

Are you an experienced Financial Adviser looking to join a highly respected bespoke Financial Planning practice with immediate access to clients and a strong support network?

This is an excellent opportunity for a Senior Adviser to join a successful and well-established firm in Loughborough, providing tailored financial advice to both private and corporate clients through a high-quality, relationship-led approach.

You’ll benefit from an existing client bank from day one, alongside a blend of farming existing relationships and generating new business opportunities. The business offers a collaborative culture with full paraplanning and compliance support, allowing you to focus on delivering excellent client outcomes.

The role offers a hybrid working schedule, with most clients attending meetings in the office and some virtual appointments. Any external client meetings are fully expensed.

The Role:

*Manage and develop an existing portfolio of clients, acting as a trusted adviser

*Conduct annual and ongoing client reviews, adapting financial strategies where required

*Blend relationship management with new business development opportunities

*Provide bespoke financial planning solutions to private and corporate clients

*Work closely with paraplanners and compliance teams to deliver high-quality regulated advice

*Maintain strong long-term client relationships and identify opportunities for growth

The Person:

*Experienced Financial Adviser / Senior Adviser background

*Level 4 Diploma in Regulated Financial Planning / Chartered

*Strong relationship-building and client management skills

*Comfortable managing both existing clients and developing new business

*Professional, client-focused approach with excellent communication skills

*Ability to deliver tailored financial advice in a compliant manner

Benefits:

*Existing client bank and qualified leads provided

*Hybrid working schedule based in Loughborough

*Validation bonus scheme up to 40% uncapped

*Private Health Cover

*Death in Service benefit

*Health & wellbeing programme

*Supportive and busy office environment

*Career development opportunities