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Financial Adviser (Office-Based) – Established Client Portfolio with Room to GrowSalary: Up to £65,000 + Discretionary Bonus
We are representing an independent financial advisory firm that is seeking a proactive Financial Adviser to manage a portfolio of clients. This is an office-based role designed for an adviser who enjoys relationship management and wants to play a key part in a small, hands-on team servicing clients introduced from a professional services introducerÂ
Why This Opportunity Stands Out:
- Stable Client Base: You’ll take over an established, loyal portfolio of clients, providing holistic advice while building deeper relationships.
- Collaborative Team: Be part of a small, tight-knit group where everyone, including leadership, contributes across all aspects of the business. The Director is hands-on, ensuring an inclusive, supportive work culture where no task is too small.
- Room for Growth: Engage in more than just client advising—this role offers exposure to the operational side of the practice, including some administrative work, giving you a well-rounded experience and professional development.
What’s in it for You?
- Salary: Competitive, up to £65,000 depending on experience
- Bonus: Discretionary annual bonus based on company performance and individual contribution
- Career Development: A unique opportunity to gain insights into the workings of a busy IFA firm while directly collaborating with leadership.
- Engaging Work Environment: Work in an energetic, forward-thinking team where variety in tasks keeps the role fresh and stimulating.
Your Role:
- Provide comprehensive financial advice to an existing client portfolio, maintaining long-term relationships and supporting their financial goals.
- Contribute to the smooth running of the practice by assisting with some administrative tasks as needed.
- Work closely with a small, focused team and the Director to ensure clients receive the highest level of service.
- Play an active part in achieving company targets and growing the business.
What We’re Looking For:
- Qualifications: Level 4 Diploma in Financial Planning (or equivalent)
- Experience: Proven track record in an IFA or wealth management role, with strong client management skills.
- Attitude: A self-motivated, team-oriented adviser who is willing to fully contribute to an office-based environment and take on a variety of tasks.
This is an excellent opportunity for an adviser who enjoys being deeply involved in client relationships while contributing to the daily running of a high-performing IFA practice. If you're looking for a varied role with room for growth, apply today!
