Financial Adviser
1 week ago
Experienced Financial Adviser – Inherit & Grow a £40M Client BankAre you an experienced Financial Adviser looking to focus on delivering exceptional client outcomes – without the pressure of building a client base from scratch in an employed role?An established and highly respected financial planning firm is offering a unique opportunity for a talented Financial Adviser to take over and develop an existing portfolio of High Net Worth clients with an approximate £40 million in Assets Under Management (AUM).Salary: £60,000 – £75,000 per annum + Bonus + Benefits (earning potential £100,000)Location: Client bank across Wiltshire, office is based in SwindonThis is an ideal role for someone who thrives on meaningful client interaction and wants to be supported by a dedicated back-office team, enabling them to spend more time advising and less time on admin.What’s on OfferInherit an existing client bank with £40M AUMFully mapped annual reviews – focus your energy on advice, not adminFull back-office support: Dedicated administrator + professional paraplanningQuarterly bonus & business development incentives25 days holiday + bank holidays + Christmas shutdown5% employer pension contribution (with salary sacrifice option)Paid professional fees and CPD supportFlexible hybrid working (office in Swindon with WFH options)Free on-site parkingWhat You’ll Be DoingDeliver Lifestyle Financial Planning to an established HNW client baseBuild strong, long-term relationships through regular review meetingsUse cashflow planning tools to help clients achieve their financial goalsIdentify opportunities for business growth via referrals or existing networkCollaborate with admin and paraplanning teams to ensure high-quality service deliveryAbout YouLevel 4 Diploma in Financial Planning (CAS status required)Experience advising clients, ideally HNW individualsConfident in holistic planningSkilled in using cashflow modelling softwareProfessional, personable, and committed to long-term client careExperience mentoring or coaching junior colleaguesThis is a standout opportunity for a confident, client-focused adviser to build on their career with a warm £40M client base and full operational support. Apply now to take your advisory career to the next level. #J-18808-Ljbffr
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Independent Financial Adviser
5 days ago
Swindon, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Swindon/Wiltshire** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
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Independent Financial Adviser
3 days ago
Swindon, United Kingdom Blue Logic Group Full timeIndependent Financial Adviser - Location of clients Milton Keynes/Reading and London This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience. In this role, you will understand your clients current and future financial goals and formulate...
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Employed Financial Adviser
7 days ago
Swindon, Swindon, United Kingdom Fram Search Full time £40,000 - £60,000 per yearFram is working with a growing independent financial planning firm who are looking to engage with a Financial Planner to take responsibility for an established portfolio of high-net-worth clients. Many of the clients are HNW, and the firm benefits from a strong referral network and consistent inflows, meaning there is no expectation to bring an existing...
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Financial Adviser – Nationwide
3 weeks ago
Swindon, United Kingdom Financial Divisions Full timeYou’ve built a solid book, and now you want a firm that will help you protect it, grow it — and eventually realise its value.This opportunity is with an established wealth management group that supports advisers with £50m+AUM, combining strong infrastructure with the freedom to run your own show. You’ll get access to full paraplanning, admin,...
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Chartered Financial Adviser – Nationwide
3 weeks ago
Swindon, United Kingdom Financial Divisions Full timeYou’ve spent years building your reputation. You’ve got loyal clients, impeccable ethics, and you know the difference between good advice and a box-ticking exercise. You don’t need micromanaging — you need a platform that matches your standards.This firm is growing, client-first, and built around experienced advisers who want to focus on...
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Swindon, United Kingdom Artemis Recruitment Consultants Ltd Full timeA leading financial planning firm in Swindon seeks an Independent Financial Adviser to provide tailored advice and develop a client portfolio. You will engage with clients to deliver compliant financial solutions, while benefiting from a robust support system to enhance your professional growth. The firm offers a competitive benefits package, including a...
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Swindon, United Kingdom The Openwork Partnership Full timeA leading financial advice firm in the UK is looking for a passionate Protection Adviser to join their team. This role involves delivering high-quality protection advice, engaging with clients professionally, and managing cases from start to finish. Candidates should have at least a year of experience in protection advice, excellent communication skills, and...
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Protection Adviser
5 days ago
Swindon, United Kingdom The Openwork Partnership Full timeJoin to apply for the Protection Adviser role at The Openwork PartnershipWe’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We’re looking for an experienced Protection Adviser to join our employed team, supporting our growth ambitions for the future.Reporting to the Partnership...
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Swindon, United Kingdom Financial Divisions Full timeIf you’ve built a career under a restricted model and you’re now craving proper independence, this is your next step.You’ll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos — strong compliance and back-office support, but no corporate micromanagement. You’ll finally be...
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Financial Planner
5 days ago
Swindon, United Kingdom Pinstripe Personnel Full time**Financial Planner** **Bristol / Swindon** **Salary+ Bonuses + Existing Client Bank = OT £70,000+** A Wealth Planning firm that has been established for over 30 years is looking to appoint an experienced Financial Planner. The role has arisen due to the firm's expansion. There is are a large existing client base, which you will look after and develop,...