Financial Planner - HNW Private Clients

Blakemore Recruitment; England; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading recruitment agency is seeking an Independent Financial Adviser to manage an active client bank of approximately £35M. The role requires strong experience as a Financial Adviser, along with a Level 4 diploma in financial services and excellent communication skills. This office-based position caters to clients in the northern home counties and provides a great opportunity for professional success.

Qualifications

• Must be a Financial Adviser currently.
• Experience in managing client funds is essential.
• Strong communication skills are required.

Responsibilities

• Manage an active client bank.
• Provide financial advice to clients.
• Work office-based in the northern home counties.

Skills

Good communication

Client management

Education

Level 4 diploma qualifications

Job description

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Client:

Blakemore Recruitment

Location:

herts/bucks/beds, gb, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

97043c2cb5c9

Job Views:

31

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Role: Independent Financial Adviser

We are recruiting for a highly sought after IFA who are looking to replace an adviser who is retiring shortly. They have an active client bank which requires managing and it is currently has c£35M funds under management. The role is office based and will be dealing with clients in the northern home counties and they require a consultant with an excellent track record of performance.

The firm have been going for over 30 years and have built an excellent reputation nationally. They also have an established marketing and lead generation system in place which generates a good number of clients and this role will plug directly into this.

You must be a Financial Adviser presently with experience in this role. You must also have at least level 4 diploma qualifications and be a good communicator.

This is an excellent opportunity to join an organisation who will give you a great start towards achieving success.