Financial Adviser – Private Client Servicing
Salary: Up to £70,000 basic
OTE: £90,000+
Working Pattern: Office-based initially, hybrid available post sign-off
A global, investment-led financial planning firm is looking to appoint an experienced Financial Adviser to join its Private Client Advice team. The firm provides regulated advice to a large, established UK client base and operates within a highly structured, well-governed environment.
This role is focused on delivering high-quality, holistic financial advice to existing and prospective clients, supported by strong infrastructure, specialist teams, and clear development pathways.
The Role
* Provide ongoing regulated financial advice to an existing client bank
* Advise across pensions, investments, ISAs, bonds, and estate planning
* Deliver retirement and drawdown advice, including complex planning scenarios
* Provide inheritance tax and trust planning advice
* Use cashflow modelling to create tax-efficient financial strategies
* Optimise investment wrappers and tax positioning
* Deliver advice primarily via phone and written communication
* Increase face-to-face client meetings as you progress
* Work closely with internal specialists and operate within a robust T&C framework
Onboarding & Working Model
* Office-based initially
* Hybrid working available based on tenure, performance, and competency sign-off
About You
* Level 4 Diploma in Financial Planning (essential)
* Level 6 / Chartered status advantageous
* Strong technical knowledge across pensions, investments, and IHT planning
* Client-focused with excellent communication skills
* Organised, detail-oriented, and comfortable managing complex cases
* Motivated by sustainable, performance-based earnings rather than self-generation
Salary & Benefits
* Up to £70,000 basic salary
* £90,000+ OTE
* Enhanced pension contributions
* Private medical cover
* Generous annual leave allowance
* Gym subsidy
* Wellbeing and employee assistance support
* Structured long-term career development within a global organisation
This opportunity will suit advisers seeking stability, high-quality clients, strong governance, and long-term earning potential within a respected investment-led firm.