The Opportunity

We are currently recruiting on behalf of a well-established independent financial planning firm for an experienced Financial Adviser (Chartered or Diploma-qualified) to join their growing team.

This is an excellent opportunity for an adviser who enjoys working in a client-focused, holistic financial planning environment, delivering high-quality advice across pensions, investments, retirement planning, and wider wealth management.

The role sits within a professional and supportive environment where advisers are encouraged to build long-term client relationships and provide tailored financial strategies that support clients at every stage of their financial journey.

The Role

The successful candidate will provide regulated financial advice across a broad range of areas, including:

• Retirement planning and pension consolidation
• Investment and portfolio planning
• Tax-efficient financial planning strategies
• Wealth preservation and long-term financial structuring
• Inheritance and estate planning considerations
• Ongoing client reviews and portfolio management

You will be responsible for managing an existing client bank while also developing long-term relationships and identifying opportunities for growth and referrals.

Working closely with paraplanners and administrative support, you will ensure all advice is delivered accurately, compliantly, and to a high professional standard.

Key Responsibilities

• Deliver holistic financial advice in line with FCA regulations
• Conduct in-depth fact finds and produce tailored financial plans
• Manage and grow a portfolio of private clients
• Provide ongoing reviews and adapt financial strategies as needed
• Work collaboratively with internal support teams to deliver seamless client service
• Ensure full compliance with regulatory and internal procedures
• Maintain accurate client records and documentation

About You

The ideal candidate will have:

• Level 4 Diploma in Financial Advice (minimum requirement)
• Chartered status or working towards Chartered status (desirable)
• Proven experience as a Financial Adviser within financial planning or wealth management
• Strong technical knowledge of pensions, investments, and retirement planning
• Excellent communication and relationship-building skills
• Ability to manage a client bank independently
• Strong understanding of FCA compliance and regulatory requirements
• A proactive, professional, and client-focused approach