Financial Advisor - Established Wealth Management Firm

About This Role

This role offers an experienced Financial Advisor the opportunity to join a highly regarded wealth management business, focusing on building long-term client relationships and delivering high-quality financial planning advice. The position provides access to an established network of existing client relationships, with warm introductions and opportunities to develop a client portfolio over time, without the expectation of bringing an existing client bank or cold prospecting.

Responsibilities

• Build and maintain strong, long-term relationships with private clients
• Receive warm introductions through established internal relationships
• Conduct client meetings, financial reviews, and identify wider planning opportunities
• Provide holistic advice across pensions, investments, retirement planning, Inheritance Tax, and estate planning
• Develop relationships with professional introducers and build your client portfolio over time

Requirements

• Minimum Level 4 Diploma in Financial Planning
• Experience providing holistic financial planning advice to private clients
• Strong technical knowledge of pensions, retirement planning, and investments
• Good practical experience of Inheritance Tax and estate planning, including trusts and gifting
• Confidence advising high-net-worth clients with more complex financial planning requirements
• Excellent relationship-building and communication skills
• Collaborative approach and the ability to work effectively with other professionals

Benefits

• Discretionary performance-related bonus
• Employer pension contribution
• Death in Service benefit
• Healthcare benefits
• 25 days' annual leave plus bank holidays
• Hybrid working, typically three days in the office and two from home
• Full Paraplanning and Administration support

About the Company

This financially secure, established wealth management business offers a refreshing approach to financial advice. It provides access to warm client opportunities, strong internal support, and the freedom to develop meaningful client relationships without the pressure of constantly sourcing new business independently.