Financial Adviser

Swarm Recruitment; Littlehampton; Hybrid; GBP 70,000 - 85,000; Full time

Benefits offered by this job

Bonus scheme

OTE £70k-£85k (first 3 years)

Capital in the business

Paraplanning support

High-end technology

Hybrid working

Job summary

Swarm Recruitment is partnering with a respected wealth management business to appoint an ambitious Financial Adviser. You will service a portfolio of approximately 300 clients across London and the South East, delivering high-quality financial planning and wealth management advice.

You will be supported by paraplanning and administration teams, with access to advanced technology, enabling you to build long-term client relationships and grow the client bank.

Qualifications

• Experience as Financial Adviser preferred.
• Mortgage Adviser or other regulated advisory experience considered.
• Paraplanners with Level 4 Diploma aiming to move into Advice considered.
• Strong understanding of financial planning and wealth management.
• Proven ability to build and maintain long-term client relationships.

Responsibilities

• Manage a portfolio of ~300 clients across London and the South East.
• Build and maintain strong, long-term client relationships.
• Conduct client meetings and deliver high-quality financial advice.
• Manage ongoing client reviews and identify changing financial planning needs.
• Develop new business opportunities and grow the client bank.
• Build relationships with new and existing clients through referrals.

Skills

Client relationship management

Communication

Attention to detail

Commercial acumen

Education

Level 4 Diploma

Job description

Location: Littlehampton / London & Southeast (Hybrid Working)

About our clients and the role:

Swarm Recruitment is delighted to be partnering with an established and highly respected wealth management business that has built its reputation on long‑term client relationships, trust, integrity and professional excellence.

The business provides high-quality financial planning and wealth management advice to clients across a range of areas, with a strong focus on building long‑term relationships and delivering a genuinely personal service. They are now looking to appoint an ambitious Financial Adviser, to join their growing team.

The successful candidate will be provided with a portfolio of approximately 300 clients based across London and the South East. You will be responsible for servicing these clients, building strong long‑term relationships and identifying opportunities to grow the client bank through new business and referrals.

You will be fully supported by an experienced paraplanning and administration team, with access to high‑end technology and the resources required to focus on delivering excellent financial advice and developing your client relationships.

This role would suit an experienced Financial Adviser, or someone who has previously worked in another regulated advisory environment such as mortgages, or a Paraplanner who has completed their Level 4 Diploma and is ready to make the move into advice.

Salary & Benefits:

• Fantastic bonus scheme with the opportunity to earn over 50% of fees
• OTE of £70,000 - £85,000 during the first three years
• Opportunity to gain capital in the business
• Established client bank of approximately 300 clients provided
• Full Paraplanning and Administration support
• Access to high‑end financial planning technology
• Opportunity to work with clients across London and the South East
• Genuine long‑term career progression and development

Working Hours:

• Monday – Friday (Weekend work when required for clients)
• Full‑Time Position
• Hybrid working available
• Flexible working between the office, home and client meetings
• Regular client meetings across London and the South East

Desired Experience:

• Previous experience as a Financial Adviser would be desirable
• Candidates with experience as a Mortgage Adviser or in another regulated advisory environment will be considered
• Experienced Paraplanners who have completed their Level 4 Diploma and are looking to move into Financial Advice will also be considered
• Strong understanding of financial planning and wealth management
• Proven ability to build and maintain long‑term client relationships
• Commercially minded with the ambition to grow an existing client bank
• Strong communication and relationship‑building skills
• Professional, credible and confident when dealing with clients
• Highly organised with excellent attention to detail
• A genuine desire to develop a long‑term career within Financial Advice

Responsibilities & Duties:

• Take responsibility for servicing and managing a portfolio of approximately 300 clients across London and the South East
• Build and maintain strong, long‑term client relationships
• Conduct client meetings and deliver high‑quality financial advice
• Manage ongoing client reviews and identify changing financial planning needs
• Develop new business opportunities and grow the existing client bank
• Build relationships with new and existing clients through referrals and professional networking
• Work closely with the Paraplanning and Administration teams to ensure an efficient and seamless advice process
• Utilise the firm's technology and support infrastructure to deliver an excellent client experience
• Maintain accurate client records and ensure all advice is delivered in line with regulatory and compliance requirements
• Contribute to the continued growth and success of the business

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.