Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Qualified Financial Adviser

Location:

Balsall Common (Office-Based)

Salary:

£55,000 – £80,000 (dependent on experience) + bonus

Why Join Us?

This is an excellent opportunity for an experienced and qualified Financial Adviser seeking a stable employed position within a professional and supportive firm. You will have access to an established client base, strong administrative and paraplanning support, and a collaborative environment that allows you to focus on delivering high-quality financial advice.

Benefits:

• Competitive base salary plus performance-related bonus
• Pension scheme
• 25 days holiday plus bank holidays
• Full administrative and paraplanning support
• Established systems and client servicing infrastructure
• Career stability within a reputable financial planning firm
• Supportive and professional team culture

About the Company:

Our client is a well-established financial planning firm providing holistic advice to private clients. They are known for their high standards of service, strong client relationships, and structured approach to financial planning. The business offers advisers the opportunity to focus on client outcomes while being fully supported operationally.

Key Responsibilities:

• Provide holistic financial planning advice to clients across pensions, investments, and protection
• Manage and develop an existing client bank
• Conduct regular client reviews and maintain ongoing relationships
• Deliver suitable, compliant financial advice in line with regulatory standards
• Identify new business opportunities through referrals and client engagement
• Work closely with paraplanning and administration teams to ensure efficient processing
• Maintain accurate records and documentation in line with compliance requirements
• Support the firm’s overall growth and client service standards

What We’re Looking For:

• Diploma Level 4 in Financial Planning (minimum requirement)
• CAS status (or working towards / recently achieved)
• Proven experience as a Financial Adviser in an IFA or wealth management environment
• Strong knowledge of pensions, investments, and protection products
• Ability to manage and develop client relationships effectively
• Strong communication and interpersonal skills
• A client-focused and compliant approach to advice

Desirable Skills:

• Chartered status or working towards Chartered Financial Planner status
• Experience within an established IFA or wealth management firm
• Strong business development or client retention skills
• Experience using financial planning tools and platforms

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.