Full job descriptionFinancial AdviserLocation: Remote / Hybrid (Office Access Available for Local Candidates)
Salary: £50,000 - £100,000+ Basic DOE + Production-Based Bonus
Type: Employed or Self-Employed
An established and highly respected wealth management firm is seeking ambitious Financial Advisers to join its growing advice team.
With a 40-year history, a global presence spanning multiple jurisdictions, and significant expansion plans, this is an exciting opportunity for advisers looking to develop their careers within a well-supported and forward-thinking business.
The firm currently manages substantial assets under management and has ambitious growth targets, creating excellent opportunities for advisers to build and develop long-term client relationships.
The RoleAs a Financial Adviser, you will be responsible for delivering holistic financial planning advice to new and existing clients, whilst developing and maintaining your own client relationships.
Key responsibilities include:
*Providing holistic financial planning advice across pensions, investments, protection and retirement planning
*Conducting client reviews and identifying ongoing planning opportunities
*Building and maintaining long-term client relationships
*Developing professional introducer and referral relationships
*Working closely with paraplanning and administration teams to deliver excellent client outcomes
*Maintaining accurate client records and ensuring regulatory compliance
*Contributing to the continued growth of the business
Candidate Requirements*Level 4 Diploma qualified as a minimum
*Previous experience as a Financial Adviser within an IFA or Wealth Management environment
*Ability to build and maintain strong client relationships
*Strong communication and interpersonal skills
*Commercially minded with a genuine focus on client outcomes
*Candidates with an existing client bank or introducer relationships are particularly welcomed
*Clean regulatory history and strong professional reputation
*Provide financial planning support to clients
*Support investment professionals to cultivate client relationships
*Prepare financial plans and check their accuracy
Qualifications
*Bachelor’s degree in Finance or related field
*5+ years’ of industry experience
*Strong understanding of the investment business
*Excellent interpersonal skills
What’s on Offer*Remote working with office access available for local advisers
*Employed and self-employed options available
*Dedicated administration and paraplanning support
*Opportunity to work within a well-established and growing business
*Potential access to international opportunities and licences
*5% employer pension contribution (employed advisers)
*Holiday entitlement increasing with length of service
*Clear long-term growth opportunities as the business expands
Salary and package will be tailored according to experience, client bank, assets under management and overall business potential.