Financial advisor

Employed Financial Adviser

Existing client bank

£50,000 – £70,000 + Bonus

Our client is a well-established and fast-growing Wealth Management practice, providing expert, independent financial advice across pensions, investments, and holistic financial planning.

This is an excellent opportunity for an experienced Financial Adviser (IFA) seeking a secure, employed role with access to an existing client bank - no client transfer required. You’ll join a supportive, professional environment with strong back office and paraplanning support, allowing you to focus on what you do best: delivering outstanding advice and building lasting client relationships.

Rewards & Benefits

• £50,000 – £70,000
• Bonus: Up to £30,000 in the first year (performance and KPI based, including recurring and new business) - Paid out quarterly
• Full paraplanning and administrative support
• 24 days’ holiday + bank holidays + Birthday off
• Hybrid working - ideally in the office twice a week
• Company pension scheme
• PMI
• Financial planning services
• Health & wellbeing programme
• Sponsorship for relevant professional exams and paid study leave
• Paid volunteer and charity leave for recognised events

To be considered for this position:

• Proven experience as an IFA / Financial Adviser.
• Confident providing holistic financial planning advice across pensions and investments.
• SPS (CAS isn't required)
• Tech savvy - AI, company ChatGPT and PlannerPal are used
• A client-centric approach with strong interpersonal and communication skills.
• Self-motivated, ethical, and focused on delivering exceptional client outcomes.

Apply today to be considered for this IFA / Adviser opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience and goals before presenting your details to the client.

Refer a friend or colleague - receive £200 when we help them secure their next role.

Financial Adviser, IFA, Wealth Management, Chartered Financial Planner, Investment & Pensions Advice