Financial Advisor – Fast-Growing Wealth Management Firm

About the role

Join a rapidly expanding wealth management firm as a Financial Advisor. You will work with high‑quality, pre‑qualified leads and receive strong administrative support, allowing you to focus on delivering tailored financial advice and building lasting client relationships.

Key responsibilities

• Manage a portfolio of client relationships and provide holistic, compliant financial advice.
• Conduct comprehensive reviews and develop personalised strategies across pensions, investments, and protection.
• Convert warm leads into long‑term clients while meeting agreed performance targets.
• Collaborate with senior practitioners, paraplanners, and client relationship managers to ensure seamless service delivery.

Required profile

• Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards it is desirable).
• Proven experience delivering holistic financial advice in a planning‑led environment.
• Strong understanding of FCA regulatory requirements.

Required skills

What we offer

• Competitive salary based on experience.
• Performance‑linked discretionary bonuses.
• Opportunity to participate in equity ownership.
• Supportive, collaborative culture with a dedicated lead generation team.