Financial Adviser – Progression Opportunity
An established financial advisory firm is seeking a Financial Adviser or an experienced Paraplanner looking to progress into an adviser role. This is an excellent opportunity for candidates who want to grow their career and take on a client-facing position in a supportive environment.
Key Responsibilities:
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Advise clients on pensions, investments, protection, and retirement planning
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Manage and develop your own client portfolio
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Work closely with senior advisers to build knowledge and confidence in client-facing advice
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Ensure all recommendations meet compliance and regulatory standards
Requirements:
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Level 4 Diploma in Financial Planning or equivalent (essential)
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Chartered status desirable
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Previous experience as a paraplanner or financial adviser preferred
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Strong technical knowledge, attention to detail, and excellent communication skills
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Ambition to progress into a fully client-facing adviser role
Why Apply:
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Structured career progression into a Financial Adviser position
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Supportive team environment with mentoring and development opportunities
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Competitive salary and benefits