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:
- 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
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