An established, forward-thinking wealth management firm within a leading regional law group is seeking an experienced Financial Adviser to support its continued growth. This is a new position created to expand the advisory presence within the East Midlands region, with full integration and support from the central wealth management team.
The role will involve developing and maintaining strong relationships with internal referral sources, particularly the firm’s solicitors across Private Client, Family, and Conveyancing departments. You will provide holistic, consultative financial planning advice to clients, covering areas such as retirement planning, investments, inheritance tax and estate planning, and protection. Clients typically have investable assets of £250,000 and above, with an emphasis on quality, long-term relationships rather than transactional advice.
This opportunity would suit an adviser who enjoys building new relationships and is confident working within a professional services environment. You will benefit from an existing flow of internal referrals while also being encouraged to develop new client connections through proactive engagement.
Key Details
* Salary completely based on your experience/ qualification level
* Benefits: 25 days holiday plus bank holidays (option to buy extra), employer pension contribution, life assurance, income protection, health cash plan, electric car scheme, and a strong social culture
* Structure: Fixed salary, team-based targets rather than individual commission
* Support: Dedicated paraplanning and administrative team
* Interviews: Two-stage process including an in-person role play to assess advice style
Applicants should hold relevant Level 4 Diploma (or equivalent) financial planning qualifications and have previous experience advising clients within a regulated environment. The role requires a relationship-led, holistic approach rather than a sales-driven mindset