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Financial Adviser

WEALTHLINK RECRUITMENT LTD·Loughborough (East Midlands)Hybrid
£50 000 – £65 000 / year
Vox Summary
  • Role Responsibilities: Manage a client bank of 90 with approximately £20m AUM, providing holistic financial planning including Investment, Pension, Estate, Trust, and Protection.
  • Requirements: Hold Level 4 Diploma in Regulated Financial Planning and have at least 2 years of client-facing financial advice experience in the UK.
  • Conditions & Benefits: Salary up to £65,000, bonus scheme, full admin and paraplanning support, hybrid work model, 28 days annual leave plus bank holidays, and benefits package.
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Job description

We are working with an IFA in Loughborough who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What’s on offer? Salary up to £65,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 years in client facing financial advice position in the UK If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

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Original source
reed.co.uk
Posted
Jan 08, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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