Financial Adviser

Recruit UK is delighted to be supporting a reputable financial planning firm, looking for an experienced Financial Adviser to join their growing team.

This is a rare opportunity to inherit an established client bank while also shaping a role that suits your strengths, whether you are driven by business development, client relationship management, or a blend of both.

This position is designed to be flexible around the successful individual:

• Manage and develop an inherited client portfolio
• Option to pursue new business development (“hunter”) or focus on servicing existing relationships (“farmer”)
• Potential to receive additional clients from the remaining partner’s substantial client base
• Work collaboratively within a small, supportive team

This role is very flexible, with hybrid and flexible working options at your disposal.

Also at your disposal …

• Professional introducer relationships (solicitors, accountants)
• Funded networking opportunities and seminars (ROI-reviewed)
• Administrative support team assisting with client management and preparation
• Strong investment in technology to support modern financial planning

• Ideally 2+ years’ experience in a financial planning role (flexible for the right candidate)
• Strong relationship-building and communication skills
• Willingness to embrace technology and modern client servicing methods

• Basic salary: £50,000- £80,000 (Depending on level of experience)
• Bonus structure considers overall contribution, risk management, and value added — not solely fees generated.
• Uncapped future earning potential as you progress
• Private medical insurance
• Pension provision
• 25 days’ annual leave + Bank holidays
• Office closure between Christmas and New Year

• Inherit a live client bank from day one
• Shape the role around your strengths
• Supportive environment with genuine growth potential
• Opportunity to build long-term client relationships and future high-value clients
• Commercially minded firm investing in sustainable growth

Please apply today with your most up to date CV, and we will be sure to get in touch.