Financial Advisor

Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further.

This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.

As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client‑facing work, spotting opportunities and building long‑term relationships.

Key Elements of the Role

• Managing and developing an existing client bank
• Delivering holistic financial planning advice
• Identifying new business and referral opportunities
• Building strong, long‑term client relationships
• Becoming a key part of the firm’s future adviser population

Requirements

• Level 4 Diploma qualified is essential
• 2+ years experience as a practising Financial Adviser is essential
• Proven ability to manage and grow client relationships
• Strong investment and retirement planning experience
• Comfortable leading client meetings independently

Benefits

• Employed or self‑employed options available
• Salary of £50,000+ (Depending on Experience) with an OTE of £75,000+
• Bonus on all new business
• Death in service benefit and private medical cover
• Enhanced pension contributions
• Share option scheme for long‑term commitment
• Full support towards Chartered status
• Hybrid working with autonomy over diary management

The Company

This is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long‑term relationships and adviser development.

Location

Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week.