Advisor

Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. Outline of the Role Take on existing review clients and maintain client relationships Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions Offer support and guidance in investment planning, pension and insurance. Financial Planner Requirements: Qualified to level 4 CII Regulated Diploma in Financial Planning Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations Experience of working with HNW Clients Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset Experience in the financial advice process and a passion for collaboration and interaction with others Benefits Annual salary dependent on experience and chartered status Pension and PMI Full back office support TPBN1_UKTJ

Created: 2025-10-11