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Financial Adviser

Currently the business is expanding in a number of directions and is looking to acquire a dynamic and flexible Financial Planner. We would also consider acquiring your business.


The position of Financial Adviser requires a level 4 qualification and you will be preferably be Chartered or working towards this pinnacle of professional achievement. You will have experience in providing a consistent and repeatable high quality customer service and be comfortable working with both high net worth individuals and families.

Experience & Role

We are looking for a CF30, currently CAS adviser who is seeking to join a dynamic and high quality Wealth Management business. You will be supporting the main fee earner by taking over a number of accounts, as well as being responsible for generating new clients for the business. It is also envisaged you have a substantial client base yourself.

Experience of working with corporate customers would be an advantage as this is an area of focus. A working knowledge and understanding of Voyant cash flow forecasting, Finametrica risk profiling, and the principles of passive asset allocation will be very useful.

We are looking to grow our Trustee Investment proposition, and individuals skilled in building relationships with introducers are particularly sought. Mortgage advice qualifications would be useful as this is currently a very busy area of our business.

A clean compliance record without any FCA criticism is essential.


Competitive salary + bonus and benefits.