This is a particularly compelling opportunity for an adviser who enjoys the business development side of the role, with the added benefit of operating within a wider professional services environment. You'll work closely with tax, audit, and corporate finance teams, providing access to a strong internal referral network and enabling the delivery of truly holistic financial planning.
Responsibilities
* Develop and grow a client bank through new business generation
* Build relationships with internal stakeholders to maximise referral opportunities
* Deliver holistic financial planning advice across a broad range of areas
* Manage end-to-end client relationships, ensuring high-quality outcomes
* Maintain compliance with FCA regulations and industry best practice
Qualifications & Experience
* Level 4 Diploma qualified (essential), ideally working towards Chartered status
* Strong technical knowledge across pensions, investments, and tax planning
* Proven experience in a client-facing Financial Planner role
* A commercial mindset with a track record of generating new business
* Ability to build relationships and operate effectively within a professional services environment
Benefits
* Salary: £60,000 - £90,000 (potentially higher for Chartered advisers)
* Bonus: Discretionary
* Progression: Clear career development within a growing national firm
* Support: Full paraplanning, administrative, and compliance support
* Development: Ongoing study support and professional development
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