Independent Financial Advisor - Autonomy with Full Support

Amber Employment Services; Woking; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Full administration support

Dedicated paraplanning support

Lead generation assistance

Marketing

Operational support

Proven advice processes and modern/ up

Job summary

Amber Employment Services is recruiting an experienced Financial Adviser for a well-established wealth management Partner Practice in the UK. You will focus on delivering holistic financial advice across investments, retirement and protection, with access to extensive back-office support and modern technology.

You will manage an existing client bank, identify new business within relationships, and build your own portfolio while collaborating with a dedicated paraplanning and support team.

Qualifications

• Proven experience as a Financial Adviser.
• Level 4 Diploma qualified (or equivalent).
• Strong relationship-building and client management skills.
• A proactive approach to business development.
• Bonus for experience with SJP partner practices.

Responsibilities

• Managing and developing relationships with an existing client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

Skills

Relationship management

Business development

Client advisory

Proactive mindset

Education

Level 4 Diploma (Financial Planning)

Tools

Back-office systems

CRM software

Job description

Amber Employment Services is recruiting an experienced Financial Adviser for a well-established wealth management Partner Practice in the UK. You will focus on delivering holistic financial advice across investments, retirement and protection, with access to extensive back-office support and modern technology.

You will manage an existing client bank, identify new business within relationships, and build your own portfolio while collaborating with a dedicated paraplanning and support team.