Are you an experienced Financial Adviser looking for a genuine opportunity to grow a high-quality client bank through warm introductions rather than cold prospecting?

We are working on behalf of a highly respected, long-established wealth management firm with a national presence, significant assets under management and a strong reputation for client service. Due to continued growth, they are seeking a Financial Adviser to join their expanding Financial Planning team.

Why This Opportunity Stands Out

This is not a role where you inherit a client bank, nor is it a role that relies heavily on self-generated business.

Instead, you will work alongside a well-established team of Investment Managers who maintain long-standing relationships with affluent and high-net-worth clients. Through collaborative working, joint meetings and ongoing client engagement, you will receive a steady flow of introductions to clients requiring financial planning advice.

This creates an excellent long-term opportunity to build a substantial and valuable client portfolio within a supportive and highly professional environment.

The Role

You will provide holistic financial planning advice across areas including:

• Retirement Planning

• Investments and Pensions

• Estate & Legacy Planning

• Trust Planning

• Gifting Strategies

• Whole of Life Protection

• Business Relief Solutions

• Inheritance Tax Planning

You will work closely with Investment Managers, attend client meetings, conduct annual reviews and help clients achieve their long-term financial objectives.

What We're Looking For

Level 4 Diploma Qualified (minimum)

Proven experience providing holistic financial planning advice

Strong retirement planning expertise

Experience advising HNW and affluent clients

Knowledge of trusts, gifting, inheritance tax and estate planning strategies

Strong relationship-building and communication skills

Commercial mindset and ability to develop opportunities from referrals

What's on Offer?

• Competitive basic salary

• Discretionary annual bonus (historically 7-15%)

• Future ongoing remuneration linked to AUM generation

• 8% matched pension

• Private Healthcare

• Death in Service cover

• 25 days holiday plus Bank Holidays

• Hybrid and flexible working arrangements

• Excellent long-term career prospects

Location

Flexible hybrid working.

Interested?

For a confidential discussion, please contact: Laura Warburton