Independent Financial Adviser - Trainee/Junior/Senior - Client Bank Provided

Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

* Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.

* Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate ...