Financial Adviser - Grow your client bank
A fully independent financial planning practice with over 25 years of experience delivering tailored advice to a diverse client base.
Overall, this position offers a competitive salary, a comprehensive bonus structure, a robust client-acquisition pipeline, and thorough support services within a well-established, independent financial planning environment. The firm’s longstanding reputation, breadth of
Maintains a strong local presence and values long-term relationships, placing an emphasis on personalised service and thorough compliance.
Base Salary: £70,000 – £80,000 starting range + Bonus
Key Responsibilities
Conduct in-depth client consultations to gather accurate financial information and understand clients’ short-term objectives and long-term aspirations.
Provide holistic, independent financial advice on products including pensions, investments, protection, and estate planning.
Create tailored financial plans and recommend suitable investment strategies, considering each client’s risk tolerance, life stage, and financial goals.
Maintain regular contact with clients to review and adjust financial plans as needed, ensuring ongoing suitability and compliance with evolving regulations.
Client & Lead Generation
Existing Client Book: The firm can provide a number of existing clients to incoming advisers.
Marketing and online channels
Referral streams
Wider corporate group partnerships
Opportunities generated by an in-house mortgage business
Client Transition Bonus: Additional incentive for bringing existing clients to the firm.
Support Infrastructure
Paraplanning & Administration: Full back-office support provided, enabling advisers to focus on client relationships and business development.
services, and commitment to personalised, compliant advice create a solid platform for advisers to thrive and build lasting client relationships.
To be considered:
Experienced as a Financial Adviser
An existing client following