Financial Advisor
Join a highly respected Chartered financial planning firm where advice quality and client outcomes come first. This is a key hire for an experienced Financial Adviser ready to take ownership of a high-value client base and play a part in ambitious growth plans.
They are looking to hire 9+ advisors due to tremendous growth, please feel free to share this to your network if you know of someone suitable.
Role Overview:
* Location: Remote. Candidates must be based in the United Kingdom.
* Package: £50,000- £100,000pa + industry-leading bonus (dependent on AUM & experience)
* Industry: Financial Planning
What You’ll Be Doing:
* Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning
* Build tailored financial strategies aligned to long-term client goals
* Manage and grow a portfolio of high-net-worth individuals, maintaining exceptional service standards
* Ensure full compliance with FCA regulations and uphold Chartered-level professionalism
* Collaborate closely with paraplanning and technical teams to produce high-quality client reports
* Contribute to business growth through relationship building and proactive client development
Main Skills Needed:
* Level 4 Diploma qualified (CII or equivalent), ideally Chartered or working towards it
* Strong track record as a Financial Adviser with 5+ years’ experience.
* Proven ability to manage and retain a substantial client portfolio with Assets Under Management (AUM) with a value of 50M+.
* Deep understanding of tax-efficient investments and retirement planning strategies
* Commercial mindset with the ability to grow AUM and develop new business
* Excellent communication skills, able to simplify complex financial concepts
* Strong ethical approach with a commitment to delivering fair client outcomes
What’s in It for You:
* High-earning potential with a bonus structure directly linked to performance
* Full paraplanning and admin support, freeing up your time for client work
* Access to leading technology and in-depth research tools
* A collaborative, professional environment that values development and progression
* The opportunity to build and scale your portfolio within a well-regarded Chartered firm
Think it could be a fit? We’d love to hear from you.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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