Financial Adviser

Synchronicity Group

Posted 4 days ago, valid for a day

Stevenage, Hertfordshire SG1 2AX, England

Full Time

Retirement Plan

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Sonic Summary

The position is for a Financial Adviser at a whole-of-market firm that emphasizes client-focused wealth management.
The role involves taking over an established affluent client bank while managing existing relationships and generating new business from warm leads.
Candidates should have a Level 4 Diploma and previous experience as a financial advisor, with a preference for those working toward Chartered status.
The salary for this position ranges from £50,000 to £70,000, depending on experience.
The firm offers comprehensive support, including full paraplanning assistance, career development opportunities, and a collaborative work environment.

Financial Adviser - Established Client Bank | Whole of Market Firm

Are you an experienced financial advisor looking for a new opportunity within a client-focused wealth management firm? If you're seeking a role where you can take over an established client bank and provide high-quality financial advice, this position could be perfect for you.

About the FirmThis whole-of-market advisory firm places clients at the heart of everything they do, with the ultimate goal of helping them achieve their financial aspirations. As a boutique firm with a close-knit team of Advisers and dedicated back-office support, they offer a collaborative and professional working environment.

The RoleAs a Financial Advisor with this firm, you will:

Take over a substantial, well-established affluent client bank.
Manage existing client relationships while also handling new business from warm leads and referrals.
Work primarily from the office five days a week, as most clients prefer in-person meetings or virtual consultations via Teams.

What’s on Offer?

Salary: £50,000 - £70,000 (dependent on experience).
Support: Full paraplanning and administrative assistance.
Career Development: Exam support, with a preference for candidates working toward Chartered status (though not essential).
Benefits: Holiday allowance, pension scheme, and life cover.
Work-Life Balance: Limited travel required, as most client interactions take place in-office or remotely.

What We’re Looking For

Level 4 Diploma qualified.
Previous experience as a financial advisor.
Strong client relationship management skills.
Working toward Chartered status (preferred but not required).

If this opportunity aligns with skills and ambitions, apply now and we will be in touch discuss next steps.

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