Job Description
Salary: £40,000 - £70,000 (DOE) + Bonus + Excellent BenefitsLocation: Northeast (Hybrid)
Are you an experienced and client-focused Financial Adviser looking to join a forward-thinking wealth management firm with an exceptional reputation? This is a rare opportunity to step into a well-established, supportive environment where you can genuinely focus on delivering high-quality financial advice without the pressure of constant new business chasing.
About the Opportunity
You'll join a highly professional team offering holistic financial planning to a long-standing and loyal client base. The business prides itself on delivering tailored advice, strong technical expertise, and a truly client-first approach.
This role offers a strong balance of autonomy and support, with a hybrid working pattern designed to give you flexibility while ensuring clients receive the high-touch service they expect.
What You'll Be Doing
- Providing holistic financial advice across pensions, investments, protection, and estate planning
- Managing an existing book of clients while developing relationships with new referrals
- Conducting detailed fact-finds and creating bespoke financial plans
- Maintaining exceptional service standards in line with regulatory requirements
- Working collaboratively with paraplanners and administrative support staff
What We're Looking For
- Level 4 Diploma in Financial Advice (DipFA / CII / PFS equivalent)
- Strong technical knowledge of pensions and investments
- A client-centric approach with excellent communication skills
- Experience managing and growing a portfolio of clients
- Able to work effectively in a hybrid environment
What's on Offer
- £40,000 - £70,000 salary (flexible), depending on experience
- Bonus structure with genuine earning potential
- Hybrid working for improved work-life balance
- Full paraplanning and administrative support
- Progression toward Chartered status encouraged and supported
- A stable, high-quality client base
If you're a dedicated Financial Adviser seeking a long-term home where your expertise is valued and your progression is encouraged, this opportunity could be ideal.
