Independent Financial Advisor

RMK TALENT SOLUTIONS LIMITED; Glasgow; Remote; GBP 50,000 - 80,000; Full time

Job summary

A UK-wide financial advisory firm is looking for a Senior Independent Financial Adviser to help clients achieve their financial dreams. The ideal candidate will have over 5 years of experience in financial advising, strong client relationship skills, and the ability to communicate complex financial concepts clearly. This role offers a competitive salary, a supportive work environment, and opportunities for professional development.

Benefits

Competitive salary

Formulaic bonus structure

Full administration and paraplanning support

Ongoing professional development

Qualifications

• 5+ years of experience as a Financial Adviser, Wealth Manager, or Investment Manager.
• Ability to explain complex concepts simply to clients.
• Proactive mindset with a commitment to ethical practices.

Responsibilities

• Build and maintain strong client relationships.
• Conduct comprehensive financial reviews and develop bespoke strategies.
• Stay informed on market trends and regulatory changes.
• Identify opportunities for client base growth.

Skills

Client relationship management

Financial advisory expertise

Analytical skills

Interpersonal communication

Problem-solving

Education

Professional qualifications Level 6 CII, CISI or LIBF

Job description

Overview

Senior Independent Financial Adviser Empowering Financial Futures - UK wide location

Are you an experienced Financial Planner passionate about helping clients achieve their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a privately owned Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers the ability to excel while maintaining a healthy work-life balance.

Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications ideally Level 6 CII, CISI or LIBF or individuals working towards attainment.
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join

• If you are frustrated with discretionary bonus earnings, this fully employed offering includes a competitive salary and formulaic bonus structure.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business.
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.