Experienced Financial Advisor

Premier Jobs UK Limited; East Midlands; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Home based or hybrid working

Structured salary progression

Six-figure earnings potential

Strong back-office support

Job summary

Premier Jobs UK Limited is seeking an Experienced Financial Advisor to join a high growth UK advisory firm. You will inherit an established client bank and work with a strong back office and paraplanning function to service and grow client relationships.

You will deliver holistic regulated advice across pensions, investments and protection while enjoying a structured salary progression and the potential for six-figure earnings as recurring income grows.

Qualifications

• Essential experience as a regulated Financial Advisor (3–5+ years post qualification).
• Experience advising on pensions and investments.
• Desirable experience servicing existing client banks or inheriting client books.

Responsibilities

• Deliver holistic regulated advice across pensions, investments and protection.
• Inherit and service an established client bank.
• Leverage back-office and paraplanning support to service clients efficiently.
• Focus on retaining and growing existing relationships rather than new business generation.
• Comply with regulatory standards and industry best practices.

Skills

Client servicing

Relationship management

Regulated advisor

Back-office support

Education

Level 4 Diploma in Financial Planning

Tools

CRM systems

Adviser platforms

Job description

This Experienced Financial Advisor job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time.

As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning function. The business is actively acquiring client books, meaning your role as an Experienced Financial Advisor is centred on servicing, retaining and growing existing relationships rather than heavy self generation.

You will operate as a trusted Experienced Financial Advisor, delivering holistic regulated advice across pensions, investments and protection, with the infrastructure in place to allow you to manage a substantial recurring income book efficiently. This role offers clear earning progression as your recurring income grows, with regular salary recalibration to reflect performance.

Key highlights of the Experienced Financial Advisor role include:

• Competitive base salary with structured increases linked to recurring income
• Immediate access to an allocated client bank from acquisitions
• Additional bonuses on initial fees and self generated clients
• Clear pathway to six figure earnings
• Strong operational, paraplanning and client service support

Experienced Financial Advisor Requirements

• Essential experience as a regulated Financial Advisor with 3 to 5 plus years post qualification history
• Essential Level 4 Diploma in Financial Planning or equivalent
• Essential experience advising on pensions and investments
• Desirable experience inheriting or servicing existing client banks
• Desirable experience using modern adviser platforms and CRMs

The Company

The company is a well established UK advice firm with ambitious growth plans, significant acquisition funding and a reputation for investing heavily in people, technology and long term adviser careers.

Experienced Financial Advisor Benefits

• Base salary typically £60,000 to £80,000 with progression beyond this
• Realistic first year total earnings exceeding £100,000
• Bonuses on initial fees and additional rewards for self generated clients
• Home based or hybrid working depending on location
• Strong administrative and paraplanning support

Location

Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region.