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.