Independent Financial Advisor (Employed Role)

Are you a Financial Planner who's confident working with high-net-worth clients and ready for your next move? If you're looking for a role where you can focus on doing great work - not chasing leads or admin - this could be the perfect fit.

My client is a friendly, close-knit firm with a strong reputation and a loyal client base, with assets under management in the tens of millions ready to be transitioned to you. They're now looking for an experienced Independent Financial Advisor to join them in an employed role - someone who genuinely enjoys building relationships and offering clear, thoughtful financial advice.

What you'll be doing:

• Giving high-quality advice across all areas of financial planning
• Meeting with clients to understand their goals and help shape their financial future
• Building lasting relationships with clients, their families, and professional contacts
• Doing the research, keeping great records, and preparing clear financial planning reports
• Staying current with the latest industry developments
• Working alongside our brilliant paraplanning and admin team

What we're looking for:

• Level 4 qualified and holding Competent Adviser Status
• A solid track record advising high-net-worth individuals
• Friendly, professional, and passionate about delivering a top-notch service

What you'll get in return:A generous salary package, bonuses, and benefits - plus the chance to be part of a team that genuinely enjoys what they do. If you're looking for a role where you can really make a difference, with an enviable client back, we'd love to hear from you.

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