Financial Advisor

This Financial Advisor role is ideal if you want to focus on advising rather than building from scratch, with a substantial portfolio of existing clients already in place. You will be trusted to take ownership of relationships and deliver high quality financial and estate planning advice across the East Midlands.

As a Financial Advisor, your role will centre on servicing and developing an existing client bank, providing holistic advice that genuinely adds value. You will work with clients across pensions, investments, protection and estate planning, ensuring advice is tailored, compliant and long term in focus.

Key aspects of the Financial Advisor role include

• Managing and retaining an established portfolio of clients


• Delivering full financial planning and estate planning advice


• Building strong, trusted relationships with clients over time


• Identifying opportunities for additional planning and ongoing servicing


• Working closely with internal support to ensure a smooth client journey

This Financial Advisor role suits an adviser who enjoys autonomy, values quality advice and wants the security of an existing client base. There is scope to grow your influence within the business as the client bank develops and new opportunities arise.

Financial Advisor Requirements

• Level 4 Diploma in Regulated Financial Planning is essential


• Experience working as a Wealth Planner IFA within a regulated advice firm is essential


• Proven background servicing an existing client bank is essential


• Strong knowledge of pensions, investments and estate planning is essential


• Chartered status is desirable but not required

The Company

The business is a well established and professional financial planning firm with a strong reputation for client care. They prioritise long term relationships, quality advice and sustainable growth, providing advisers with the support needed to focus on clients rather than administration.

Financial Advisor Benefits

• Salary of £50,000 to £60,000


• This role is Hybrid within the East Midlands


• Established client bank provided from day one


• Ongoing professional support and development


• Stable and well structured advice environment

Location

This role is best suited to a Financial Advisor already based in, or very familiar with, the East Midlands region due to the existing client base.

If you are an experienced Financial Advisor looking for a role where you can immediately add value and focus on advising, apply now to find out more.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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