Financial Planner

Financial Adviser – Private Client Servicing

Salary: Up to £70,000 basic

Working Pattern: Office-based initially, hybrid available post sign-off

A global, investment-led financial planning firm is looking to appoint an experienced Financial Adviser to join its Private Client Advice team. The firm provides regulated advice to a large, established UK client base and operates within a highly structured, well-governed environment.

This role is focused on delivering high-quality, holistic financial advice to existing and prospective clients, supported by strong infrastructure, specialist teams, and clear development pathways.

• Provide ongoing regulated financial advice to an existing client bank
• Advise across pensions, investments, ISAs, bonds, and estate planning
• Deliver retirement and drawdown advice, including complex planning scenarios
• Provide inheritance tax and trust planning advice
• Use cashflow modelling to create tax-efficient financial strategies
• Optimise investment wrappers and tax positioning
• Deliver advice primarily via phone and written communication
• Increase face-to-face client meetings as you progress
• Work closely with internal specialists and operate within a robust T&C framework

• Office-based initially
• Hybrid working available based on tenure, performance, and competency sign-off

• Level 4 Diploma in Financial Planning (essential)
• Level 6 / Chartered status advantageous
• Strong technical knowledge across pensions, investments, and IHT planning
• Client-focused with excellent communication skills
• Organised, detail-oriented, and comfortable managing complex cases
• Motivated by sustainable, performance-based earnings rather than self-generation

• Up to £70,000 basic salary
• Enhanced pension contributions
• Private medical cover
• Generous annual leave allowance
• Wellbeing and employee assistance support
• Structured long-term career development within a global organisation

This opportunity will suit advisers seeking stability, high-quality clients, strong governance, and long-term earning potential within a respected investment-led firm.