Independent financial Adviser

Recruit UK; Sefton; Hybrid; GBP 58,500 - 71,500; Full time

Benefits offered by this job

Competitive salary

Performance-related bonus

Funding for professional qualifications

Modern systems for hybrid working

Job summary

A reputable wealth management firm in Southport is seeking a Financial Adviser to inherit an established client bank and develop new business. The role involves delivering holistic financial planning solutions, building long-term relationships, and working closely with a paraplanning team. Candidates should possess a Level 4 Diploma in Financial Planning and have proven experience in the field. A competitive salary of up to £65,000 plus bonus is offered.

Qualifications

• Proven experience as a Financial Adviser or Wealth Manager.
• Strong knowledge in pensions, investments, and protection.
• Ambitious and driven to build long-term success.

Responsibilities

• Deliver personalised financial planning advice.
• Build and maintain long-term client relationships.
• Develop business through referrals and networking.
• Prepare financial strategies in line with FCA regulations.

Skills

Holistic financial planning

Relationship building

Communication skills

Ambition

Education

Level 4 Diploma in Financial Planning

Job description

Recruit UK is representing a highly reputable wealth management firm in Southport who are seeking an ambitious Financial Adviser to join their growing team. This is an excellent opportunity to inherit an established client bank whilst also developing new business opportunities, supported by a dedicated paraplanning and administration team.

As a Financial Adviser, you’ll provide holistic financial planning, delivering bespoke solutions to clients across investments, pensions, protection, and retirement planning. You’ll have access to market-leading systems, training, and ongoing professional development to help you succeed and progress your career.

Key Responsibilities

• Deliver personalised financial planning advice to both new and existing clients.
• Build and maintain long-term relationships, ensuring client needs are fully understood and met.
• Develop business opportunities through referrals, networking, and client recommendations.
• Conduct detailed fact-finds and prepare financial strategies in line with FCA regulations.
• Work closely with paraplanners and administrators to ensure seamless client service.

About You

• Qualified to Level 4 Diploma in Financial Planning (DipPFS/Equivalent).
• Proven experience as a Financial Adviser, Wealth Manager, or IFA.
• Strong technical knowledge across pensions, investments, and protection.
• Excellent communication and interpersonal skills with a client-first approach.
• Ambitious, driven, and motivated to build long-term success in the industry.

What’s on Offer

• Competitive basic salary of up to £65,000 plus performance-related bonus
• Opportunity to inherit an established client bank.
• Funding and encouragement for further professional qualifications.
• Modern systems and tools to support hybrid/remote working where appropriate.

We are an equal opportunities employer and welcome applications from all qualified candidates.