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.