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Financial Advisor

Job description

As a growing and ambitious Financial Adviser practice my client is looking for a financial adviser to join their team in the lake district to grow and service an existing book of clients.

This exciting role will see a Financial Adviser join their existing team of 10 Advisers in providing excellent financial advice to a number of their 1,800+ clients. The incoming adviser will be given clients to service.

Principal Accountabilities / Main Responsibilities

  • Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
  • Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
  • The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible
  • Ability to learn and develop with the business as it grows
  • Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service

Knowledge & experience

  • Detailed experience of financial advice and technical aspects
  • Experience at dealing with clients on a face to face and online basis
  • Experience of working with clients of high net worth preferable but not essential
  • Experience of working in a team to drive better outcomes for all stakeholders


  • Strong financial advice skills
  • Eye for detail and accuracy
  • Good team skills and desire to working collaboratively
  • Excellent verbal and written communication skills
  • Monitoring, evaluating and reporting
  • Ability to step back, critique the existing way of working and implement improvements


  • A desire to succeed
  • A customer focused outlook
  • Assertiveness
  • Pro-activity
  • Team player

Company Benefits

  • Basic salary range £45k - £60k
  • Additional adviser bonus scheme
  • 25 days holiday + 8 days bank holiday
  • 5% company pension contribution
  • Flexible medical package

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