Financial Advisor

We are working with a well-established, accountancy-led financial panning firm that is part of a highly respected national group. Renowned for delivering high-quality advice, building long-term client relationships, and maintaining exceptional staff retention, the firm is entering an exciting new chapter.

Due to planned retirements and growing client demand, they are seeking an experienced Financial Adviser to join their team. This is a rare opportunity to inherit an established client bank and benefit from full administrative and paraplanning support.

The Role

Employed, client-facing adviser position

Primary focus on servicing an existing portfolio of loyal clients, with some new client onboarding

Client base predominantly private individuals with strong, long-standing relationships

Office-based role with an emphasis on in-person client meetings

Full-scope financial planning services, including investments, pensions, tax, and estate planning

What’s on Offer

Competitive basic salary with KPI-linked performance bonuses

Inheritance of a well-established client bank due to upcoming adviser retirements

Full support from experienced administration and paraplanning teams

Modern systems, processes, and client management tools already in place

Long-term career stability within a collaborative and supportive environment

Candidate Profile

Minimum Level 4 Diploma in Financial Planning (Chartered status preferred)

Proven experience advising individual clients across a range of planning areas

Strong relationship-building and interpersonal skills

Professional, ethical, and team-focused approach

This is a genuine, long-term career opportunity with a firm that values professionalism, stability, and client care.