Job description
A leading UK-based wealth management firm is seeking an experienced and client-focused Independent Financial Adviser to join their team in Leamington Spa. This role can be structured on either a self-employed or employed basis, offering the flexibility to work from home while also providing access to regional office locations when required.
As an adviser, you'll work closely with clients to understand their current financial position and long-term goals, creating tailored strategies to help them achieve financial independence. This is a fantastic opportunity to become part of a progressive, planning-led organisation that places clients at the centre of everything it does.
Key Responsibilities:
1. Deliver tailored advice by following a six-stage advice process that ensures long-term, high-quality client outcomes
2. Conduct in-depth financial reviews and formulate personalised financial planning reports
3. Maintain ongoing relationships with clients, adapting plans as their needs and legislation evolve
4. Develop new business through referrals, networking, and internal lead generation programmes
5. Proactively use marketing and social platforms to build your presence and attract new clients
6. Meet clients in person or via digital platforms, depending on client preference and need
7. Provide accurate management information and maintain professional compliance standards
What We're Looking For:
8. Diploma in Regulated Financial Planning (or equivalent), with current CF30 status
9. Strong client-centric focus with excellent interpersonal and communication skills
10. Ability to build rapport with a diverse client base, from professionals to business owners
11. Proficient in using digital tools to enhance client engagement and service delivery
12. Track record of building a client bank through business development and relationship management
What's on Offer:
13. Competitive earnings structure and support to grow your client base
14. Comprehensive in-house support across administration, paraplanning, and compliance
15. Access to a proprietary advice platform and efficient technology systems (e.g., XPlan)
16. Ongoing CPD and a strong culture of professional development
17. Marketing and business development support
18. Exit support through an established Practice Buy Out programme
With over 30 years of heritage and a network of more than accredited advisers nationwide, this firm offers a stable and supportive environment for financial professionals to thrive.
If you're ready to take the next step in your advisory career within a client-focused, forward-thinking firm, apply today to explore this exciting opportunity.