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Financial Adviser

Eden Rose·Fetcham (South East England)HybridEmployed or Self-Employed
£50 000 – £100 000 / year
Vox Summary
  • Role Responsibilities: Deliver holistic financial planning advice across pensions, investments, protection, and retirement planning; develop and maintain client relationships; contribute to business growth.
  • Candidate Requirements: Level 4 Diploma minimum; 5+ years industry experience; experience in IFA or Wealth Management; strong interpersonal and communication skills; existing client or introducer relationships are welcomed.
  • Conditions & Benefits: Remote or hybrid working; employed or self-employed options; dedicated support teams; pension contributions; long-term growth opportunities; flexible salary based on experience and assets managed.
  • Qualifications: Bachelor’s degree in Finance or related field; strong understanding of investment business; excellent interpersonal skills.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Financial AdviserLocation: Remote / Hybrid (Office Access Available for Local Candidates) Salary: £50,000 - £100,000+ Basic DOE + Production-Based Bonus Type: Employed or Self-Employed An established and highly respected wealth management firm is seeking ambitious Financial Advisers to join its growing advice team. With a 40-year history, a global presence spanning multiple jurisdictions, and significant expansion plans, this is an exciting opportunity for advisers looking to develop their careers within a well-supported and forward-thinking business. The firm currently manages substantial assets under management and has ambitious growth targets, creating excellent opportunities for advisers to build and develop long-term client relationships. The RoleAs a Financial Adviser, you will be responsible for delivering holistic financial planning advice to new and existing clients, whilst developing and maintaining your own client relationships. Key responsibilities include: • Providing holistic financial planning advice across pensions, investments, protection and retirement planning • Conducting client reviews and identifying ongoing planning opportunities • Building and maintaining long-term client relationships • Developing professional introducer and referral relationships • Working closely with paraplanning and administration teams to deliver excellent client outcomes • Maintaining accurate client records and ensuring regulatory compliance • Contributing to the continued growth of the business Candidate Requirements • Level 4 Diploma qualified as a minimum • Previous experience as a Financial Adviser within an IFA or Wealth Management environment • Ability to build and maintain strong client relationships • Strong communication and interpersonal skills • Commercially minded with a genuine focus on client outcomes • Candidates with an existing client bank or introducer relationships are particularly welcomed • Clean regulatory history and strong professional reputation • Provide financial planning support to clients • Support investment professionals to cultivate client relationships • Prepare financial plans and check their accuracy Qualifications • Bachelor’s degree in Finance or related field • 5+ years’ of industry experience • Strong understanding of the investment business • Excellent interpersonal skills What's on Offer • Remote working with office access available for local advisers • Employed and self-employed options available • Dedicated administration and paraplanning support • Opportunity to work within a well-established and growing business • Potential access to international opportunities and licences • 5% employer pension contribution (employed advisers) • Holiday entitlement increasing with length of service • Clear long-term growth opportunities as the business expands Salary and package will be tailored according to experience, client bank, assets under management and overall business potential.

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Original source
reed.co.uk
Posted
Jun 24, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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