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Date Added: YESTERDAY

Financial Advisor

Stockton-on-Tees, UK
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Company: REED

Job Type: Permanent, FullTime

Salary: £45,000 - £60,000 per annum, Inc benefits

Financial Adviser – Flexible/Hybrid – £45,000–£60,000 DOE + Benefits

Are you an experienced Financial Adviser looking for a role that gives you the freedom to put clients first, without the constraints of a rigid office schedule? This opportunity offers the autonomy, support, and high-quality client base needed to truly thrive.

About the Opportunity

You’ll be joining a well-established, forward-thinking wealth management firm known for delivering bespoke financial planning and exceptional client service. The business offers a supportive environment, strong leads, and a collaborative culture that values long-term client relationships over transactions.

This is a flexible/hybrid role — advisers are trusted to manage their own diaries and spend most of their time where it matters: out meeting clients.

What You’ll Be Doing

  • Providing tailored financial planning and wealth management advice to a broad range of clients
  • Building long-term relationships and ensuring exceptional ongoing service
  • Conducting thorough fact-finding, suitability assessments, and annual reviews
  • Working closely with paraplanners and administrators to ensure smooth client journeys
  • Staying up to date with regulatory requirements and industry developments

What We’re Looking For

  • Level 4 Diploma in Financial Planning (or equivalent) – essential
  • Strong experience in financial advice, ideally within an IFA/wealth management environment
  • A client-centric mindset with excellent interpersonal and communication skills
  • The ability to work independently, manage your own schedule, and deliver consistently high standards
  • A proactive and professional approach, with integrity at the core of everything you do

What’s on Offer

  • Salary: £45,000–£60,000 DOE
  • Flexible and hybrid working – trust-based environment
  • High-quality leads and strong client demand
  • Supportive paraplanning and administrative resource
  • Clear scope for progression and long-term career development
  • A collaborative, modern culture focused on doing right by clients
Apply Now