Job Description
Independent Financial Adviser
Stockton-on-Tees
£40,000 - £50,000 + Bonus
An established and highly regarded Financial Planning firm is seeking an Employed Financial Adviser to join their growing team.
This role is focused on servicing and developing an existing client bank, providing high-quality, holistic financial advice rather than self-generating new business. It is an excellent opportunity for an adviser who enjoys relationship management and delivering ongoing client value.
The Role
You will be responsible for:
* Managing and servicing an established portfolio of clients
* Conducting annual and ongoing client reviews
* Providing holistic advice across pensions, investments, protection and retirement planning
* Identifying planning opportunities within the existing client base
* Ensuring all advice is fully compliant and in line with FCA regulations
* Working collaboratively with paraplanners and administrators to deliver an efficient client experience
About You
The ideal candidate will have:
* 3–5 years’ experience as a Financial Adviser
* Level 4 Diploma in Financial Planning (or equivalent)
* Strong technical knowledge across core financial planning products
* A relationship-led approach with excellent communication skills
* A compliant and ethical mindset
* Strong organisational skills and attention to detail
The Opportunity
* Employed role with competitive basic salary
* Performance-related bonus structure
* Established client bank provided
* Full paraplanning and administrative support
* Supportive, professional environment focused on long-term client relationships
* Clear development pathway for career progression
This is an excellent opportunity for a driven adviser who wants to focus on delivering quality advice within a supportive and well-structured firm.
For a confidential discussion, please contact NJR Recruitment quoting NJR16465