Financial Adviser

Financial Adviser

Loughborough - Hybrid

£60,000 - £70,000 existing client bank + private healthcare + DIS + paraplanning support + career development

Are you an experienced Financial Adviser looking to join a highly respected bespoke Financial Planning practice with immediate access to clients and a strong support network?

This is an excellent opportunity for a Senior Adviser to join a successful and well-established firm in Loughborough, providing tailored financial advice to both private and corporate clients through a high-quality, relationship-led approach.

You'll benefit from an existing client bank from day one, alongside a blend of farming existing relationships and generating new business opportunities. The business offers a collaborative culture with full paraplanning and compliance support, allowing you to focus on delivering excellent client outcomes.

The role offers a hybrid working schedule, with most clients attending meetings in the office and some virtual appointments. Any external client meetings are fully expensed.

The Role:

Manage and develop an existing portfolio of clients, acting as a trusted adviser

Conduct annual and ongoing client reviews, adapting financial strategies where required

Blend relationship management with new business development opportunities

Provide bespoke financial planning solutions to private and corporate clients

Work closely with paraplanners and compliance teams to deliver high-quality regulated advice

Maintain strong long-term client relationships and identify opportunities for growth

The Person:

Experienced Financial Adviser / Senior Adviser background

Level 4 Diploma in Regulated Financial Planning / Chartered

Strong relationship-building and client management skills

Comfortable managing both existing clients and developing new business

Professional, client-focused approach with excellent communication skills

Ability to deliver tailored financial advice in a compliant manner

Benefits:

Existing client bank and qualified leads provided

Hybrid working schedule based in Loughborough

Validation bonus scheme up to 40% uncapped

Private Health Cover

Death in Service benefit

Health & wellbeing programme

Supportive and busy office environment

Career development opportunities