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Financial Advisor

Posted 1 hour 37 minutes ago by Reed

£40,000 - £70,000 Annual
Permanent
Full Time
Other
County Durham, Peterlee, United Kingdom, SR8 1
Job Description

Salary: £40,000 - £70,000 (DOE) + Bonus + Excellent BenefitsLocation: Northeast (Hybrid)

Are you an experienced and client-focused Financial Adviser looking to join a forward-thinking wealth management firm with an exceptional reputation? This is a rare opportunity to step into a well-established, supportive environment where you can genuinely focus on delivering high-quality financial advice without the pressure of constant new business chasing.

About the Opportunity

You'll join a highly professional team offering holistic financial planning to a long-standing and loyal client base. The business prides itself on delivering tailored advice, strong technical expertise, and a truly client-first approach.

This role offers a strong balance of autonomy and support, with a hybrid working pattern designed to give you flexibility while ensuring clients receive the high-touch service they expect.

What You'll Be Doing

  • Providing holistic financial advice across pensions, investments, protection, and estate planning
  • Managing an existing book of clients while developing relationships with new referrals
  • Conducting detailed fact-finds and creating bespoke financial plans
  • Maintaining exceptional service standards in line with regulatory requirements
  • Working collaboratively with paraplanners and administrative support staff

What We're Looking For

  • Level 4 Diploma in Financial Advice (DipFA / CII / PFS equivalent)
  • Strong technical knowledge of pensions and investments
  • A client-centric approach with excellent communication skills
  • Experience managing and growing a portfolio of clients
  • Able to work effectively in a hybrid environment

What's on Offer

  • £40,000 - £70,000 salary (flexible), depending on experience
  • Bonus structure with genuine earning potential
  • Hybrid working for improved work-life balance
  • Full paraplanning and administrative support
  • Progression toward Chartered status encouraged and supported
  • A stable, high-quality client base

If you're a dedicated Financial Adviser seeking a long-term home where your expertise is valued and your progression is encouraged, this opportunity could be ideal.

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