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 delivering great advice to a ready-made client bank, this could be the opportunity for you.

My client is a medium-sized financial planning firm with several active client banks that need servicing. 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. You’ll benefit from high-quality support from a central administration and paraplanning team.

What you’ll be doing:

• Providing 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
• Conducting research, maintaining thorough records, and preparing clear financial planning reports
• Staying up to date with the latest industry developments
• Collaborating with our brilliant paraplanning and admin teams

What we’re looking for:

• Level 4 qualified, ideally progressing toward Chartered status
• A solid track record of advising high-net-worth individuals
• Friendly, professional, and passionate about delivering 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 truly make a difference, with an enviable client bank, we’d love to hear from you.

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