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⏰ FULL_TIME

Financial Adviser/IFA: Client Bank Provided

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Location 📍 United Kingdom, United Kingdom
Posted 📅 June 23, 2026
Work Type ⏰ FULL_TIME

Position Overview

Your newpany

Due to continued growth and a recent acquisition, an excellent career opportunity has arisen within a very well-established and forward-thinking financial advisorypany for an experienced Financial Planner to take over the client bank of a retiring adviser. Thepany has successfully grown year-on-year and has a clear focus on continued growth whilst ensuring clients continue to be provided with high levels of service. Flexible working culture, no requirement to be in the office.

Your new role

Employed position and client-facing role providing advice across the full range of financial planning with a particular focus on pensions and investments. You will be provided with a client portfolio of mid-upper tier clients, including higher value clients with moreplex financial planning needs. Full administration and paraplanning support provided.

What you'll need to succeed

Proven experience as a Financial Adviser is essenti...

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Job Details

Employment Type
FULL_TIME
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
United Kingdom, United Kingdom