Financial Advisor- Leadership pathway

Financial Advisor (Business Development focus) - with Leadership Pathway

Location: Midlands (Hybrid - 3 days office, 2 days home)
Salary: Flexible, depending on experience and leadership readiness

About the Business
We’re partnering with a well-established, family-led independent wealth management firm with an outstanding reputation for supporting successful business owners, senior executives, and retired professionals. The business has ambitious plans to grow its assets under management to over £1bn in the coming years while remaining proudly independent and focused on long-term relationships.

Clients benefit from a highly personal service, with multiple meetings before they come on board — ensuring strong, lasting relationships built on trust.

The culture is warm and forward-thinking, with a clear track record of developing talented people into senior leadership roles.

The Opportunity
This is an excellent opportunity for a Chartered Financial Advisor who wants to take the next step towards senior leadership and, ultimately, board-level involvement.

You’ll focus on driving business development — building new client relationships that align with the firm’s carefully defined criteria — supported by a strong onboarding and servicing team to ensure a seamless experience for every client.

You’ll be trusted to deliver exceptional financial planning advice, including cashflow modelling and complex planning, always putting the client’s best interests first.

As you deliver results, you’ll have a clear pathway to progress into the senior leadership team and play a key role in helping the firm achieve its ambitious growth goals.

What We’re Looking For

• Chartered Financial Advisor (or very close to achieving Chartered status)

• Strong track record in winning and retaining high-quality clients

• Excellent relationship-building skills — engaging, credible, and personable

• Confident presenting to clients, including delivering cashflow planning

• Ambitious, with a genuine desire to step up into leadership and help shape the business’s future

• Comfortable working with business owners, executives, and retirees

Benefits Include:

• Hybrid working pattern (3 days in the office, 2 from home)

• Annual pay reviews and performance-linked progression

• Holiday allowance that increases with length of service

• Private medical cover

• Death in service benefit

• Clear succession plan towards senior leadership and the board

How to Apply
If you’re a Chartered Advisor ready to take your career to the next level — with the chance to build new client relationships and grow into a senior leadership role — we’d love to hear from you.