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Are you a Diploma-qualified, Financial Adviser seeking an exciting new opportunity? Join our clients team, one of the region’s largest independent advisory firms with a heritage dating back to 1935, where your skills and dedication will help shape the financial futures of high-net-worth clients. Based at our Grimsby Head Office the team offer a supportive environment, flexible working arrangements, and the resources you need to thrive.
Why Choose Us?Support You Can Rely On: Dedicated admin and paraplanning teams, in-house compliance, and pre-qualified leads provided.
Flexibility: Hybrid working options and a flexible approach to accommodate your needs.
Attractive Rewards: A competitive base salary, achievable bonuses, and access to a tax-free Employee Ownership Trust (EOT) bonus.
Sustainability Focused: Electric car scheme available, with mileage and parking fully paid.
The RoleFull-Time Adviser: Work with a varied portfolio of clients, providing tailored financial planning and investment advice.
Growth Opportunities: Leverage our lead generation system and build long-term client relationships.
Collaborative Support: Partner with internal teams to deliver holistic solutions for clients.
Flexible Base: Operate primarily from our Grimsby Head Office with hybrid options to suit your lifestyle.
What’s on Offer?Salary Package:
£45,000 base salary.
25% KPI bonus (achievable, designed to reward your hard work).
£3,600 tax-free EOT bonus.
Full package valued at approximately £60,000 annually.
Additional Benefits:Pension contributions.
Professional development opportunities.
Generous holiday allowance.
Full reimbursement of professional memberships.
What We’re Looking ForQualifications: Diploma in Financial Planning (or equivalent).
Experience: Current CAS status with a proven track record in advising.
Essential: Full, clean driving licence and access to your own vehicle.
Take Your Career to New Heights
Ready to join a team that values your expertise and provides the support you need to excel? Apply now to become part of a thriving, people-focused organisation that prioritises your success.
