Job Description
Job Title: Financial Adviser
Industry: Wealth Management
Location: Nottingham
Salary: Up to £65,000 (negotiable depending on experience)
Job reference: 9813
Job Description:
Recruit UK are working with a long-established and respected solicitors firm with a dual-regulated in-house IFA arm. This firm offers a collaborative legal-financial environment with access to a high-quality client base and consistent internal referrals.
They are now looking for an experienced Financial Adviser to join their financial services team in north Nottingham. This is an ideal role for a technically strong and dependable professional who values quality over quantity, and wants to focus on providing expert advice without pressure to self-generate new business.
The Role
You’ll work closely with solicitors and trust professionals to deliver integrated financial planning advice with a focus on investments, tax, and estate planning.
Key responsibilities:
* Deliver holistic financial advice to private clients, particularly in investments, trusts, and estate planning
* Work collaboratively with solicitors on joint client matters
* Hold client meetings primarily in-office, with flexibility to work from home as preferred
* Leverage a steady flow of internal referrals – minimal business development required
* Supported by full paraplanning and admin team
Experience required:
* Level 4 Diploma in Financial Planning (minimum)
* Ideally Chartered, or working towards Chartered status
* Strong technical expertise in tax, investment, and estate planning
* Professional, client-centric, and reliable
* Experience working within a multidisciplinary or professional services environment is advantageous
What’s on Offer:
* Salary up to £65,000 (negotiable depending on experience)
* 25 days holiday plus bank holidays
* Tailored bonus scheme
* Death in Service (2x salary)
* Company pension contribution
* Full paraplanning and administrative support
* Long-term career development within a stable and reputable team
* Office-based with flexible/home working options available
This is a unique opportunity to step into a trusted, established environment where your technical ability and client-first mindset will be highly valued.