Financial Planner
2 weeks ago
Employed Financial Adviser | HNW Clients + Quality Leads | £80K Basic + Bonus Join a leading, nationally recognised Independent Financial Advisory firm with a long-standing reputation for delivering exceptional advice to high-net-worth clients. We’re offering Financial Advisers the rare opportunity to step into an established, high-value client portfolio with a consistent flow of qualified leads, industry-leading support, and the security of a competitive employed package. Whether you're feeling underutilised, tired of chasing cold leads, or seeking greater long-term career stability, this is your chance to thrive within a respected and supportive advice framework. Responsibilities Manage and grow an existing portfolio of HNW clients (average £500k+ per client) Deliver fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into long-term client relationships Collaborate with dedicated paraplanners and admin staff to ensure seamless client service and compliance Actively contribute to client retention and business growth Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) Experience as a Financial Adviser, Wealth Manager, or IFA Prove...
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Farnham, United Kingdom Ortus PSR Full timeA leading financial advisory firm in the UK is seeking an experienced Employed Financial Adviser to manage high-net-worth client portfolios. You will deliver comprehensive advice on pensions, investments, and retirement planning, along with industry-leading support. The ideal candidate holds a Level 4 Diploma in Regulated Financial Planning and has relevant...