🔍 Focus | Holistic financial planning, managing client relationships, generating referrals, delivering tailored advice
💡 Skills | Strong client‑facing ability, holistic planning expertise, relationship building with partners & introducers
🧩 Requirements | Experienced adviser with existing client bank or fee following; ability to provide high‑quality financial advice
đź“Ť Location | Slough
Overview of the role
A highly respected and long-established Accountancy Practice in the Thames Valley is looking to appoint an experienced Independent Financial Adviser to join its growing Financial Planning division.
This opportunity is ideally suited to an adviser who has an existing client bank or fee following and is looking for a professional, well-supported environment to continue developing their client relationships and business.
The firm offers the ability to bring your existing clients with you, alongside access to a strong stream of referrals from the practice’s Partners and professional introducer network.
You will be supported by a dedicated paraplanning and administrative team, allowing you to focus on client relationships and delivering high-quality financial advice.
Key Responsibilities
* Provide holistic financial planning advice to private and corporate clients
* Manage and develop your existing client relationships
* Work closely with the accountancy partners to generate new referrals
* Build long-term relationships with professional introducers across the accounting and legal part of the business
* Deliver tailored financial planning solutions across a range of client needs
Advice areas may include:
* Pension and retirement planning
* Employee benefits
* Mortgages
* Protection planning
What’s on Offer:
* Ability to transfer and manage your existing client bank
* Strong referral opportunities from an established accountancy practice
* Full paraplanning and administrative support
* Access to affluent private and corporate clients
* Attractive earnings potential and long-term career opportunity within a respected firm
This is an excellent opportunity for an experienced adviser looking for the stability and referral opportunities of an established professional practice while retaining the ability to grow and manage their own client relationships.
Interested?
Apply now or get in touch directly for a confidential chat.
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