Financial Advisor

Bracknell based, hybrid working

Up to £80,000

This role is best suited to experienced Financial Advisers who want to focus on delivering high-quality advice without the need to generate their own business. With all leads provided, you’ll be able to dedicate your time to working closely with clients, offering a full range of financial planning solutions. This opportunity offers a competitive salary of up to £80,000, strong support infrastructure, and long-term career development.

The Business

This is a well-established, independent financial advisory firm with offices across the UK. They are directly authorised and provide whole-of-market advice covering pensions, investments, protection, retirement, estate planning, and more. The firm is backed by a strong support team, proprietary systems, and a client-focused ethos, making it a great environment for advisers to thrive.

The Role

As a Financial Adviser, you will be provided with a steady flow of client leads. Your role will involve conducting fact-finds, building strong client relationships, and delivering clear and tailored financial advice across a wide range of areas. A typical day could include meeting new clients, reviewing existing plans, liaising with paraplanners and administrators, and ensuring recommendations are implemented smoothly. You’ll be part of a collaborative team that values doing the right thing for its clients. You'll be spending most of your time out and about visiting new and existing clients, with occasional visits to the office.

Benefits

• Salary up to £80,000 (depending on experience)
• Additional bonus/commission earnings
• All leads provided — no self-generation required
• Paraplanning and administrative support
• Independent, whole-of-market advice
• Pension scheme
• Flexible and hybrid working options
• Valuable share scheme for employees
• Ongoing professional development and progression opportunities

Requirements

• Experience as a financial advisor for three years+
• Level four qualified and above

Synonyms

Financial adviser, wealth planner, financial planner

How to Apply

Applying is simple — send your CV to be considered. The interview process will typically involve an initial discussion about your background and experience, followed by a final stage interview to assess your approach to client advice and cultural fit.