Salary: £40,000 - £70,000 (DOE) + Bonus + Excellent Benefits
Location: Northeast (Hybrid)
Are you an experienced and client‑focused Financial Adviser looking to join a forward‑thinking wealth management firm with an exceptional reputation? This is a rare opportunity to step into a well-established, supportive environment where you can genuinely focus on delivering high‑quality financial advice without the pressure of constant new business chasing.
About the Opportunity
You'll join a highly professional team offering holistic financial planning to a long-standing and loyal client base. The business prides itself on delivering tailored advice, strong technical expertise, and a truly client-first approach.
This role offers a strong balance of autonomy and support, with a hybrid working pattern designed to give you flexibility while ensuring clients receive the high-touch service they expect.
What You'll Be Doing
Providing holistic financial advice across pensions, investments, protection, and estate planning
Managing an existing book of clients while developing relationships with new referrals
Conducting detailed fact-finds and creating bespoke financial plans
Maintaining exceptional service standards in line with regulatory requirements
Working collaboratively with paraplanners and administrative support staffWhat We're Looking For
Level 4 Diploma in Financial Advice (DipFA / CII / PFS equivalent)
Strong technical knowledge of pensions and investments
A client‑centric approach with excellent communication skills
Experience managing and growing a portfolio of clients
Able to work effectively in a hybrid environmentWhat's on Offer
£40,000 - £70,000 salary (flexible), depending on experience
Bonus structure with genuine earning potential
Hybrid working for improved work‑life balance
Full paraplanning and administrative support
Progression toward Chartered status encouraged and supported
A stable, high-quality client baseIf you're a dedicated Financial Adviser seeking a long-term home where your expertise is valued and your progression is encouraged, this opportunity could be ideal