Financial Adviser

Recruitment Rebellion; Kendal; On-site; GBP 45,000 - 75,000; Full time

Job summary

Macbeth Scott is seeking a Financial Adviser to join its established independent financial planning practice in Kendal, Cumbria. You will work with a portfolio of private clients and high-net-worth individuals, delivering pensions, investments, protection and retirement planning while building trusted, long-term relationships.

Join a respected firm with experienced advisers, real client continuity, and strong community standing.

Qualifications

• Experience as a Financial Adviser within an independent financial planning firm.
• Level 4 Diploma qualified and CAS status.
• Excellent relationship-building skills and a genuine passion for looking after clients over the long term.
• Confident communicating with high-net-worth individuals, families and business owners.

Responsibilities

• Build trusted, long-term relationships with private clients and their families.
• Gradually assume responsibility for an established portfolio of high-net-worth clients.
• Deliver high-quality financial planning across pensions, investments, protection, and retirement planning.
• Work closely with clients through significant life events and intergenerational wealth transfers.
• Represent Macbeth Scott professionally within the local community and help develop the firm's reputation.
• Collaborate with experienced advisers while contributing to the long-term future of the business.

Skills

Relationship-building

Communication

Professionalism

Education

Level 4 Diploma with CAS status

Job description

Financial Adviser

Location: Kendal, Cumbria
Full-time | Permanent

Could this be the opportunity that shapes the rest of your career?

Macbeth Scott has been helping individuals, families and businesses protect and grow their wealth since the 1980s.

Today, the firm manages significant client assets and continues to grow through referrals, reputation, and long-standing relationships. Clients trust Macbeth Scott because advice is built on honesty, integrity, and personal service.

We're now looking for a Financial Adviser to become part of the next chapter of the business.

This isn't simply about servicing a client bank. It's about becoming a trusted adviser to generations of families, learning from highly experienced advisers, and playing an increasingly important role within an established and respected independent financial planning practice.

If you're someone who genuinely enjoys building long-term client relationships, we'd love to hear from you.

What you'll do

You'll work alongside the existing advisers, gradually taking responsibility for an established portfolio of high-net-worth clients while continuing to develop new relationships.

Your responsibilities will include:

• Building trusted, long-term relationships with private clients and their families.
• Gradually assuming responsibility for an established portfolio of high-net-worth clients.
• Delivering high-quality financial planning across pensions, investments, protection, and retirement planning.
• Working closely with clients through significant life events and intergenerational wealth transfers.
• Representing Macbeth Scott professionally within the local community and helping develop the firm's already excellent reputation.
• Working collaboratively with experienced advisers while contributing to the long-term future of the business.

What we're looking for

• Experience working as a Financial Adviser within an independent financial planning firm.
• Level 4 Diploma qualified and CAS status.
• Excellent relationship-building skills and a genuine passion for looking after clients over the long term.
• Confident communicating with high-net-worth individuals, families, and business owners.
• Someone who values professionalism, integrity, and traditional client service.
• A proactive individual who wants to become an important part of a successful and growing business.

Why this opportunity stands out

• Join one of the Lake District's longest-established independent financial planning firms.
• Work with an established portfolio of loyal, high-net-worth clients.
• Learn alongside highly experienced advisers with decades of industry knowledge.
• Genuine opportunity to grow your responsibilities as your career develops.
• Excellent salary, bonus, and long-term career prospects.
• Live and work in one of the UK's most beautiful locations.

If you require any adjustments during the recruitment process, please let us know.