Job Description
We are working with a well-established, accountancy-led financial panning firm that is part of a highly respected national group. Renowned for delivering high-quality advice, building long-term client relationships, and maintaining exceptional staff retention, the firm is entering an exciting new chapter.
Due to planned retirements and growing client demand, they are seeking an experienced Financial Adviser to join their team. This is a rare opportunity to inherit an established client bank and benefit from full administrative and paraplanning support.
The Role
* Employed, client-facing adviser position
* Primary focus on servicing an existing portfolio of loyal clients, with some new client onboarding
* Client base predominantly private individuals with strong, long-standing relationships
* Office-based role with an emphasis on in-person client meetings
* Full-scope financial planning services, including investments, pensions, tax, and estate planning
What’s on Offer
* Competitive basic salary with KPI-linked performance bonuses
* Inheritance of a well-established client bank due to upcoming adviser retirements
* Full support from experienced administration and paraplanning teams
* Modern systems, processes, and client management tools already in place
* Long-term career stability within a collaborative and supportive environment
Candidate Profile
* Minimum Level 4 Diploma in Financial Planning (Chartered status preferred)
* Proven experience advising individual clients across a range of planning areas
* Strong relationship-building and interpersonal skills
* Professional, ethical, and team-focused approach
This is a genuine, long-term career opportunity with a firm that values professionalism, stability, and client care.