Wealth Adviser/Financial Adviser

Wealth Adviser

Wealth Adviser / Financial Planner
Salary: £40,000 - £60,000 DOE + Benefits

An exciting opportunity for an experienced Wealth Adviser to join a growing advice firm. Salary is negotiable depending on experience, qualifications, and any existing client bank you may bring.

You'll work with clients across pensions, investments and protection, delivering high-quality financial planning and building long-term relationships.

Whether you're an established adviser or looking for a platform to grow, we'd love to hear from you.

Your responsibilities will include (amend below points as required)

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base