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