Free cookie consent management tool by TermsFeed Independent Financial Adviser | MBF

Independent Financial Adviser

  • Wellington
  • Permanent
  • £55,000 - £80,000

Job details.

We are working with a very successful Chartered Financial Advisory Practice to recruit an experienced Financial Adviser. Our client provides holistic financial planning solutions to a range of clients across the South West, they are a friendly & professional business that have a unique approach to financial advice.

Due to a number of recent acquisitions our client is seeking to recruit an additional Financial Adviser who can come in and take on a portfolio of clients.

As an experienced Financial Planner, you will leverage your expertise to provide tailored financial advice to clients.

Your responsibilities will include:

  • Managing and servicing an existing/substantial book of business, nurturing strong client relationships and ensuring their ongoing financial needs are met.
  • Identifying new business opportunities and proactively seeking ways to drive company growth
  • Offering comprehensive services across all areas of financial advice
  • Work closely with the Paraplanning & Administration teams to provide a truly first-class service to clients.
  • Staying up-to-date with industry trends, market changes, and regulatory developments to provide accurate and relevant advice to clients.

To be considered for this role, you should have:

  • Previous experience as a Financial Adviser
  • Strong knowledge of financial products and market trends
  • Excellent communication and interpersonal skills to build and maintain client relationships
  • Proven ability to analyse complex financial information and provide clear, actionable recommendations
  • Relevant qualifications such as the Diploma in Financial Planning as a minimum

What’s on offer:

  • Competitive basic salary up to £80,000, commensurate with experience and qualifications
  • Performance-based bonuses
  • Company benefits package
  • Opportunity to work within a collaborative and supportive team environment
  • Ongoing professional development and training to enhance your skills and knowledge
  • Clients provided


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

Contact Us

similar jobs.

don't miss out on great offers.


Get new jobs for this search by email