Financial Adviser

4 days ago

East Midlands, United Kingdom atomos wealth Full time

Career You’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience.

We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If you’ve got strong client-facing experience, the ability to grow and nurture an existing network, and a genuine passion for helping clients achieve their financial goals, we’d love to hear from you. Together, we’ll turn financial ambitions into reality.

About the role
Joining our East Midlands office, you'll become part of a collaborative and supportive team of Financial Planners. We’ll equip you with the tools and guidance you need, while giving you the freedom to grow and succeed. You’ll bring empathy and exceptional organisation to build trusted relationships, deliver tailored strategies, and adapt to clients’ changing needs, making a real impact from day one.

Accountabilities
Shape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.
Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
Know our Proposition Inside Out : Learn, understand, and confidently articulate all aspects of our financial planning proposition.
Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
Win Together: Work closely with team members, share insights, and continuously improve service delivery.

Skills and Experience
Level 4 Diploma in Financial Planning.
Minimum 3 years’ experience in a client-facing Financial Planning role.
A current Statement of Professional Standing.
Confident using CRM and cashflow modelling tools.
Experience in an advisory or technical role gained within an advisory firm.
Experience using and delivering a full range of provider products, services, and capabilities.
Intermediate Excel - v:lookups and pivot tables.
Good energy – you must able to have conversations with clients that deliver trust and solutions.
A desire to help our clients make their financial ambitions a reality.

Benefits
~ Competitive Pension Scheme - we contribute 6%, you 3%
~26 days holiday plus bank holidays
~ Private Medical Insurance
~ Life Assurance (4x)
~ Group Income Protection
~ Work From Anywhere policy


Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

  • Senior Independent Financial Adviser

    3 hours ago

    East Grinstead, United Kingdom Financial Divisions Full time

    I am recruiting for a Senior Independent Financial Adviser for a key client of mine whom I have placed 2 members of staff with. The clients are spread across Surrey, Sussex and Kent and are families, retirees and accumulators. My client are looking to offer circa £70k - £80k basic salary with a validation threshold, to be discussed. The head office is...

  • Financial Sales Adviser

    2 weeks ago

    East London, United Kingdom Jigsaw Financial Full time

    **Financial Sales Adviser - Covering East London area: £28,000 to £65,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Financial are recruiting self motivated and target individuals to join our growing sales team, this position would be covering East London We are on an expansion drive and are looking for new staff in various...

  • Financial Adviser

    2 weeks ago

    West Midlands, United Kingdom Truestar Talent Ltd Full time

    Are you in a bancassurance role, frustrated with not fully utilising your knowledge or skills by providing limited advise. Would you prefer to be independent, and be able to provide a service to your clients that covers all their financial needs. The transition can be easier than you may think.

  • Mortgage Compliance Adviser

    2 hours ago

    East Midlands, United Kingdom Stonebridge Group Full time

    Mortgage Compliance Adviser (Business Standards Associate) We are looking for a Mortgage Compliance Adviser (Business Standards Associate) to provide compliance reviews, coaching and guidance, and upskilling mortgage advisers on their compliance responsibilities, fostering good practice and standards. You will join us on a full‑time, permanent basis with...

  • Financial Planning Consultant

    1 week ago

    West Midlands, United Kingdom Skipton Building Society Full time

    Hours:Permanent 35 hours per week Closing Date:Wed, 10 Dec 2025 As a Financial Planning Consultant, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with a high quality initial point of contact with a fact finding meeting. To succeed, you’ll need experience of supporting...

  • Financial Advisor

    2 weeks ago

    East Midlands, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job in East Midlands is ideal for an individual keen to takeover a significant client bank over the medium term. The Directors of this independent financial planning firm are ready to pass over some of their clients to a Financial Advisor. Upon joining, you will takeover servicing of circa 70 clients, generating £100k gross...

  • Financial Administrator Hertford

    1 week ago

    East of England, United Kingdom Perspective Financial Group Full time

    **Office**: Perspective (East Anglia) Ltd **Hours**:Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**: Competitive dependant on experience and qualifications (available upon request) **Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate...

  • Financial Controller

    1 week ago

    East Midlands, United Kingdom Henderson Scott Full time

    Get AI-powered advice on this job and more exclusive features. This range is provided by Henderson Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Specialist Finance & Accounting Recruiter | Career Coach | CV Writer | Property Investor - Offering fixed percentage returns on your investment....

  • Specialist Finance Mortgage Adviser

    2 weeks ago

    East Kilbride, South Lanarkshire, United Kingdom Ingard Financial Limited Full time £40,000 - £60,000 per year

    Specialist Finance Mortgage Adviser – East Kilbride (Glasgow)Salary: £30,000 basic + Uncapped CommissionLocation: 100% Office Based – East Kilbride, Glasgow, G74We are seeking an experienced Mortgage Adviser to join our growing team. This is a fantastic opportunity for a motivated adviser who can handle both domestic regulated mortgages as well...

  • Hybrid Financial Advisor: Wealth

    2 weeks ago

    East Midlands, United Kingdom Blusource Professional Services Full time

    A respected independent financial practice in Leicester is seeking a qualified Financial Advisor to manage existing client relationships. This hybrid role involves advising clients on investments, pension planning, and inheritance tax. The ideal candidate should hold a Level 4 qualification and have experience in providing financial advice. A modern office...