Job Description
Financial Adviser
Advertised by: Recruit UK
Salary: Up to £80,000 DOE
Location: Wilmslow
Hybrid / Flexible working
Reference Number: 10155
The Opportunity
Recruit UK is delighted to be supporting a reputable financial planning firm, looking for an experienced Financial Adviser to join their growing team.
This is a rare opportunity to inherit an established client bank while also shaping a role that suits your strengths, whether you are driven by business development, client relationship management, or a blend of both.
The Role
This position is designed to be flexible around the successful individual:
* Manage and develop an inherited client portfolio
* Option to pursue new business development ("hunter") or focus on servicing existing relationships ("farmer")
* Potential to receive additional clients from the remaining partner’s substantial client base
* Work collaboratively within a small, supportive team
This role is very flexible, with hybrid and flexible working options at your disposal.
Also at your disposal …
* Professional introducer relationships (solicitors, accountants)
* Funded networking opportunities and seminars (ROI-reviewed)
* Local networking group engagement
* Administrative support team assisting with client management and preparation
* Efficient internal systems enabling rapid report generation
* Strong investment in technology to support modern financial planning
Requirements
* Ideally 2+ years’ experience in a financial planning role (flexible for the right candidate)
* Competent Adviser Status (CAS) — essential
* Strong relationship-building and communication skills
* Willingness to embrace technology and modern client servicing methods
Salary & Benefits
* Basic salary: £50,000- £80,000 (Depending on level of experience)
* Bonus structure considers overall contribution, risk management, and value added — not solely fees generated.
* Comprehensive Bonus Scheme
* Uncapped future earning potential as you progress
* Private medical insurance
* Pension provision
* 25 days’ annual leave + Bank holidays
* Office closure between Christmas and New Year
Why join this company?
* Inherit a live client bank from day one
* Shape the role around your strengths
* Supportive environment with genuine growth potential
* Opportunity to build long-term client relationships and future high-value clients
* Commercially minded firm investing in sustainable growth
Please apply today with your most up to date CV, and we will be sure to get in touch.