Financial Adviser/IFA: Client Bank Provided

Financial Planning Today; West Midlands; Remote; GBP 60,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Flexible working hours

Good benefits package

Job summary

Financial Planning Today is seeking an experienced Financial Adviser to take over a client bank from a retiring adviser. The role offers an employed position with a focus on pensions and investments, alongside comprehensive support and a flexible working culture that does not require office presence.

You will manage a mid-to-upper tier client portfolio, provide financial planning advice, and benefit from full administration and paraplanning support to maximise client-facing time.

Qualifications

• Proven experience as a Financial Adviser is essential (minimum 3–5 years).
• Strong financial planning experience is required.
• Excellent client servicing and relationship-building skills.

Responsibilities

• Provide advice across the full range of financial planning with a focus on pensions and investments.
• Manage a client portfolio including mid-upper tier clients with complex needs.
• Receive full administration and paraplanning support to focus on client-facing activities.

Skills

Client servicing

New business development

Relationship building

Financial planning

Job description

Your new company

Due to continued growth and a recent acquisition, an excellent career opportunity has arisen within a very well-established and forward-thinking financial advisory company for an experienced Financial Planner to take over the client bank of a retiring adviser. The company has successfully grown year-on-year and has a clear focus on continued growth whilst ensuring clients continue to be provided with high levels of service. Flexible working culture, no requirement to be in the office.

Your new role

Employed position and client-facing role providing advice across the full range of financial planning with a particular focus on pensions and investments. You will be provided with a client portfolio of mid-upper tier clients, including higher value clients with more complex financial planning needs. Full administration and paraplanning support provided.

What you'll need to succeed

Proven experience as a Financial Adviser is essential (minimum 3–5 years), strong financial planning experience, client servicing skills, new business development skills, the ability to build and retain client relationships.

What you'll get in return

Employed role offering an above-market rate basic salary plus a bonus structure which will enable you to earn bonus from the outset with no validation. 6-figure earnings are realistically achievable. Good benefits package.

This is an excellent long-term career opportunity for an adviser seeking to join a well-run financial planning business with a clear focus and direction in a role which is providing you with good clients to work with and the support to enable you to maximise your time in front of clients.

#4801231 - Linda Leon