Financial Adviser – Financial Planning

The role in brief:

An opportunity has arisen to join our Financial Planning team as a Financial Adviser. This is a unique opportunity to work within a firm of Chartered Accountants and business advisers. Our Financial Planning business is ready to grow but requires further capacity to facilitate this. You will work as part of the financial planning team providing an excellent service to clients’ in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs.

Who we are looking for:

This is an ideal opportunity for either a well-established financial adviser or someone who has some initial experience working as a financial adviser.

You may have an established client bank but are considering a change of employer. We will provide full support to someone looking to transition into a new business.

You may have recently commenced your career as a financial adviser but are looking for more support to allow you to develop your client bank.

You may be self-employed but looking for the security of an employed role.

Key Details






    Dependent on experience


    28 days’ holiday per annum + bank holidays, on site free parking, employer pension contribution of 8%, death in service life cover of 4 x salary, income protection scheme, private medical insurance, flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays etc, flexible/hybrid working, full technical and soft skills training and support

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