Financial Advisor - Wealth

Independent Financial Advisor

Are you a client-focused financial advisor looking to take the next step in your career?

Our client, a respected and forward-thinking financial services firm, is seeking an Independent Financial Advisor who excels in building strong client relationships and delivering tailored financial solutions. This is a fantastic opportunity for a driven professional who is passionate about providing exceptional service and is eager to progress toward Chartered Financial Planner status—a journey fully supported by the firm.

My client is open to candidates with 2 years experience up to experienced individuals.

What You’ll Be Doing:

• Delivering holistic financial advice to a diverse portfolio of clients.
• Building and nurturing long-term relationships based on trust, transparency, and results.
• Conducting thorough fact-finds and developing bespoke financial plans.
• Staying up to date with market trends and regulatory changes.
• Working collaboratively with paraplanners and administrative support to ensure a seamless client experience.

What We’re Looking For:

• Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
• 2 years plus experience. My client is open to the level at which someone joins.
• Proven experience in a client-facing advisory role.
• A genuine passion for helping clients achieve their financial goals.
• Strong interpersonal and communication skills.
• Ambition to achieve Chartered Status (full support provided).

What’s On Offer:

• A supportive and collaborative team environment.
• Full sponsorship and mentoring toward Chartered Financial Planner status.
• Flexible working arrangements.
• Competitive salary and performance-based incentives.
• Access to high-quality leads and marketing support.