Financial Adviser – Middlesbrough (Hybrid / Flexible Working)Salary: £45,000–£55,000 + bonuses (OTE £80k+) Hybrid Working: Fully flexible – office optional depending on preference Firm Type: Regional, well-respected financial planning firm with strong infrastructure and loyal clients
A genuinely attractive opportunity for advisers wanting stability, quality clients and strong earningsThis is a superb opportunity for a Financial Adviser who wants security, a warm client bank, and a supportive environment without the pressure of cold-lead chasing or unrealistic targets.
You’ll join a respected regional firm with a strong presence across Teesside and the wider North East. They offer a mix of existing clients and new enquiries, excellent back-office support, and a culture that prioritises quality advice over volume.
If you’re looking for a role where you can grow your earnings, develop professionally and enjoy long-term stability, this is the kind of move that makes sense.
What you’ll be doingYou’ll take responsibility for a portfolio of existing clients while also benefiting from new leads generated through the firm’s strong marketing and referral channels. Your role will include:
*Managing and developing an existing client bank with long-standing relationships
*Conducting full financial reviews and delivering holistic advice
*Working closely with paraplanners and administrators who handle research, reports and case processing
*Meeting clients both face-to-face and remotely, depending on preference
*Identifying planning opportunities across pensions, investments, protection and tax-efficient strategies
*Ensuring all advice is compliant, well-documented and aligned with FCA requirements
*Building long-term relationships and delivering a high-quality client experience
This is a role where you can genuinely focus on advice, relationships and client outcomes, not admin.
Support, development & progressionThe firm invests heavily in adviser development and offers:
*A full paraplanning and admin team to support you end-to-end
*A steady stream of qualified leads from marketing, referrals and professional introducers
*Opportunities to work with HNW clients as your portfolio grows
*Support towards Chartered status if you want it
*Clear progression into Senior Adviser or Team Lead roles
*Regular CPD, technical workshops and access to high-quality training
If you want to build a long-term, stable career with increasing earnings, this firm will back you.
What they’re looking for*Level 4 Diploma qualified (or very close to completion)
*Experience providing regulated financial advice
*Strong relationship-building skills and a client-first mindset
*Someone who values quality over volume
*A confident communicator who can work independently and collaboratively
*A desire for stability, long-term growth and a supportive environment
This role suits advisers who want to focus on advice, not admin, and who value a firm that treats clients — and staff — with care.
What you’ll get in return*£45,000–£55,000 base salary
*OTE £80k+ with realistic, achievable bonuses
*Flexible hybrid working — no rigid office requirements
*A warm, established client bank
*Strong, consistent lead flow
*Full paraplanning and admin support
*25 days holiday + bank holidays
*Support with further qualifications
*A stable, friendly, growing firm with an excellent reputation