118 financial adviser jobs found

We're working with a well-established financial planning firm seeking an experienced Independent Financial Adviser to join their growing team. This is an excellent opportunity to inherit and develop an existing client portfolio while benefiting from strong paraplanning and administrative support. Key Responsibilities: Provide holistic financial planning advice and conduct client reviews Build and maintain long-term client relationships Recommend suitable solutions across pensions, investments and protection Develop new business opportunities and professional introducer relationships Ensure advice remains compliant with regulatory requirements Requirements: Previous experience as an Independent Financial Adviser or Financial Planner Level 4 Diploma qualified as a minimum Strong knowledge of pensions, investments and financial planning Excellent communication and relationship management skills Ability to manage a client portfolio independently Benefits: Salary...

£70,000-£75,000 basic salary + Bonus + Full Paraplanning Support + Lead Flow Established Client Bank Strong Internal Lead Generation High-Quality HNW Clients An excellent opportunity has arisen for an experienced Independent Financial Adviser to join a well-established financial planning business based in London. This is a rare opportunity to inherit a high-quality client bank while also benefiting from a strong internal marketing function that generates consistent new business opportunities. The firm is seeking an adviser who is confident managing both existing relationships and developing new client opportunities in a balanced, structured environment. You will be taking on a proportion of an established client base, supported by a full paraplanning and administration team, allowing you to focus on delivering high-quality financial advice and building long-term relationships. The client base consists of high-quality private clients, typically segmented across: •...

We're working with a well-established financial planning firm seeking an experienced Independent Financial Adviser to join their growing team. This is an excellent opportunity to inherit and develop an existing client portfolio while benefiting from strong paraplanning and administrative support. Key Responsibilities: Provide holistic financial planning advice and conduct client reviews Build and mai click apply for full job details

Remote with periodic visits to offices in East Midlands and/or Greater Manchester Are you an experienced adviser currently working within SSAS/SIPP looking for a stronger specialist platform? Are you an experienced Adviser wanting more autonomy and a greater commercial opportunity? Are you a self-employed adviser looking for the infrastructure and backing of an established growing business group? Are you someone who enjoys business development and wants to build a meaningful client base utilising a variety of methods? If any of these apply to you, this is an exceptional opportunity to join a specialist business with genuine growth ambitions, working with complex, interesting clients where your expertise makes a difference: In addition - Be part of a leadership team with deep sector experience Deliver holistic wealth advice beyond traditional pension planning Competitive remuneration package with rewards linked to performance Flexible employment structure available for...

REMOTE POSITION Business Development Consultant required by a fintech and MPS firm offering you the chance to take ownership of financial adviser (IFA) relationships, develop your commercial skills and rapidly progress your career in a growing business. You'll be working with a mix of inbound and proactively gained opportunities, developing your own network, building long term relationships and helping convert financial adviser (IFA) interest into long term business. For the right person, it's a chance to build on existing sales experience or move beyond adviser support, administration or pure account servicing and take a more commercial role within the industry. This isn't a "hard sell" Business Development role. Instead, success will come from a consultative, service-led, relationship-driven approach where the conversion into customer comes from awareness and trust. You'll be trained and supported. You'll be given warm inbound leads to follow, relationships to manage...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits

Plus: Performance Bonus + Excellent Benefits + Equity Participation Driven Advisory Role High Conversion Focus Equity Participation via EBT An exciting opportunity has arisen for an experienced Investment & Wealth Adviser to join a forward-thinking and rapidly growing wealth management organisation. This is a highly commercial, client-facing advisory role focused on converting inbound leads generated through the firm's established marketing activity into long-term client relationships and assets under management. The business has built a strong reputation for delivering high-quality financial planning and investment solutions, supported by a consistent flow of prospective client enquiries. This role is ideal for an adviser who thrives in a lead-driven environment and enjoys engaging with clients at the point of need, delivering high-quality advice and converting opportunities into long-term advisory relationships. A key feature of this opportunity is participation in...

About the Role Hybrid Working - Up to 4 Days Working From Home We are looking for an experienced Paraplanner to join our growing financial planning team. The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions. This is a hybrid role, offering up to 4 days per week working from home. Key Responsibilities Research and analyse financial products and providers, producing suitability reports and recommendations Conduct annual client reviews, including research and analysis where appropriate Monitor investment funds and ensure recommendations align with client objectives and risk profiles Review product changes and provide technical support to...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Taunton An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Barnstaple An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - £27,000 Negotiable Contract type: Permanent Benefits; 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) NHS Top up Medical Cash Plan (increasing with length of service) Gym membership Free onsite parking Bike to work scheme Exam support and funding Inhouse development path for those that want to develop throughout the various roles Team socials Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners,...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...