Financial Advisor

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Shrewsbury; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Qualified client opportunities

Pre-booked meetings

Supportive environment

Paraplanning & admin support

Independent client-first model

Portfolio growth opportunities

Job summary

Confidential Client, a well-established wealth management firm, is seeking an experienced Financial Planner to join its independent advisory team. This priority hire offers access to warm leads, pre-booked meetings and a chance to build your own client portfolio.

The role focuses on long-term relationship management and holistic financial planning, with paraplanning and administrative support to help you deliver client-centric advice.

Qualifications

• Chartered status, or working towards (preferred).
• Demonstrated ability to develop client relationships and convert opportunities.
• Professional, client-focused approach.
• Strong communication and interpersonal skills.
• Commercial awareness with a long-term advisory mindset.
• An existing client bank may be advantageous but is not essential.

Responsibilities

• Develop and convert opportunities with new clients.
• Build and manage a personal client portfolio.
• Provide holistic financial planning and long-term relationship management.
• Engage with pre-arranged client meetings and warm leads.

Skills

Client relationship development

Communication skills

Interpersonal skills

Commercial awareness

Advisory mindset

Education

Chartered status (preferred)

Job description

Confidential Client | High Priority Appointment

We are currently supporting a well-established, directly authorised and fully independent wealth management firm (confidential client) in the appointment of an experienced Financial Planner.

This is a priority hire, with interviews being arranged promptly for suitable candidates.

The Opportunity

This role offers the opportunity to join a respected advisory firm with a strong regional presence and a consistent flow of client demand.

Unlike traditional roles focused on servicing an existing book, this position provides:

• Access to warm, pre-qualified client leads
• A schedule of pre-arranged client meetings
• The opportunity to build and develop your own client portfolio
• A focus on long-term relationship management and holistic financial planning

This is particularly well suited to advisers who enjoy working with new clients and developing lasting relationships, rather than maintaining a static client base.

Candidate Profile

• Chartered status, or working towards (preferred)
• Demonstrated ability to develop client relationships and convert opportunities
• Professional, client-focused approach
• Strong communication and interpersonal skills
• Commercial awareness with a long-term advisory mindset
• An existing client bank may be advantageous but is not essential.

What My Client Offers

• Consistent flow of qualified client opportunities
• Pre-booked meetings, reducing the need for self-generated leads
• A supportive and collaborative working environment
• Full paraplanning and administrative support
• A business model centred on independent, client-first financial advice
• Clear opportunity to build and grow a valuable client portfolio