Job Title:

Financial Adviser

Location:

Preston

Salary:

Open to both Self employed or Employed, so very open depending on experience

Benefits:

Study support, funded exams, study leave, and staff recognition gifts

About the Company:

This is an established financial services business with a strong reputation for doing things the right way. The organisation places real emphasis on culture, ethics, and long-term fit over growth at all costs. Its recruitment approach is quality-led rather than volume-led, with a clear focus on bringing in the right people for the right opportunities. Employees are supported through a collaborative, people-first environment with a strong emphasis on retention, development, and overall employee experience.

Role Summary:

This opportunity would suit an experienced Financial Adviser looking to join a values-led business where cultural alignment matters as much as technical capability. Support for development is available through funded exams and study leave.

Key Responsibilities:

• Build and maintain strong client relationships: Join a business that values long-term trust over short-term transactions
• Deliver high-quality financial advice: Work in an environment focused on doing the right thing for clients and colleagues
• Identify suitable planning opportunities for clients: Be part of a quality-driven firm rather than a volume-led model
• Collaborate with internal stakeholders: Benefit from a supportive, team-oriented culture
• Contribute to the wider success of the business: Work within a values-led organisation that prioritises fit and retention

Requirements:

• Experience working as a Financial Adviser within wealth management or financial planning
• Strong relationship-building skills and a consultative approach to clients
• Ability to operate with professionalism, integrity, and sound judgement
• Comfortable working in a collaborative, people-first environment
• Strong cultural alignment with a business that values quality over volume