We are partnering with a rapidly growing UK wealth management business to recruit a Financial Adviser for their expanding team in Abingdon.
This is an exciting opportunity for an adviser with proven regulated advice experience who is looking to grow their career within a structured and supportive environment. The role offers immediate access to an existing client bank, along with additional qualified leads, allowing you to focus on providing exceptional advice and building long-term client relationships from day one.
The Role
You will take responsibility for an initial book of clients, providing holistic financial advice across pensions, investments, and protection planning. You will also receive qualified leads to expand your client base.
You will work alongside an experienced team, supported by strong operational, paraplanning and technological infrastructure, allowing you to maximize client-facing time while delivering high-quality advice.
Key Responsibilities:
- Providing regulated financial advice to private clients
- Managing and developing an allocated client bank
- Conducting client reviews and identifying planning opportunities
- Nurturing long-term client relationships
- Collaborating with paraplanning and administrative teams
- Supporting business growth through referrals and new client opportunities
What’s on Offer
- Salary up to £75,000 basic (flexible for candidates with clients or an existing client book)
- Clients provided from day one
- Strong Bonus structure
- Strong support infrastructure and technology-enabled efficiency
- AI-driven systems to streamline reporting and suitability documentation alongside Paraplanning support
- Clear progression and long-term career growth within a national brand
About the Business
Our client is a well-capitalised, national financial planning organisation undergoing significant growth and investment. The firm is focused on delivering high-quality holistic advice supported by modern technology, strong compliance frameworks and dedicated back-office teams.
Significant investment has been made into systems and operational efficiency, allowing advisers to maximise client-facing time while reducing administrative burden.
Requirements
- Proven experience as a regulated Financial Adviser
- CAS status achieved
- Strong client relationship and communication skills
This role is ideal for advisers seeking a long-term career with access to an existing client portfolio, structured support and the opportunity to grow within a national, technology-driven wealth management firm.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
