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Financial advisor

Stockton-on-Tees
Reed
Financial advisor
Posted: 11h ago
Offer description

Job Description

Financial Adviser – Flexible/Hybrid – £45,000–£60,000 DOE + Benefits

Are you an experienced Financial Adviser looking for a role that gives you the freedom to put clients first, without the constraints of a rigid office schedule? This opportunity offers the autonomy, support, and high-quality client base needed to truly thrive.

About the Opportunity

You’ll be joining a well-established, forward-thinking wealth management firm known for delivering bespoke financial planning and exceptional client service. The business offers a supportive environment, strong leads, and a collaborative culture that values long-term client relationships over transactions.

This is a flexible/hybrid role — advisers are trusted to manage their own diaries and spend most of their time where it matters: out meeting clients.

What You’ll Be Doing

* Providing tailored financial planning and wealth management advice to a broad range of clients
* Building long-term relationships and ensuring exceptional ongoing service
* Conducting thorough fact-finding, suitability assessments, and annual reviews
* Working closely with paraplanners and administrators to ensure smooth client journeys
* Staying up to date with regulatory requirements and industry developments

What We’re Looking For

* Level 4 Diploma in Financial Planning (or equivalent) – essential
* Strong experience in financial advice, ideally within an IFA/wealth management environment
* A client-centric mindset with excellent interpersonal and communication skills
* The ability to work independently, manage your own schedule, and deliver consistently high standards
* A proactive and professional approach, with integrity at the core of everything you do

What’s on Offer

* Salary: £45,000–£60,000 DOE
* Flexible and hybrid working – trust-based environment
* High-quality leads and strong client demand
* Supportive paraplanning and administrative resource
* Clear scope for progression and long-term career development
* A collaborative, modern culture focused on doing right by clients

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