Swarm Recruitment
Financial Adviser
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Job Title: Financial Adviser
Salary: £45,000 - £50,000 Basic + 50%+ Bonus Scheme
Location: Littlehampton / London & Southeast (Hybrid Working)
About our clients and the role:
Swarm Recruitment is delighted to be partnering with an established and highly respected wealth management business that has built its reputation on long-term client relationships, trust, integrity, and professional excellence.
The business provides high-quality financial planning and wealth management advice to clients across a range of areas, with a strong focus on building long-term relationships and delivering a genuinely personal service. They are now looking to appoint an ambitious Financial Adviser, to join their growing team.
The successful candidate will be provided with a portfolio of approximately 300 clients based across London and the South East. You will be responsible for servicing these clients, building strong long-term relationships, and identifying opportunities to grow the client bank through new business and referrals.
You will be fully supported by an experienced paraplanning and administration team, with access to high-end technology and the resources required to focus on delivering excellent financial advice and developing your client relationships.
This role would suit an experienced Financial Adviser, or someone who has previously worked in another regulated advisory environment such as mortgages, or a Paraplanner who has completed their Level 4 Diploma and is ready to make the move into advice.
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Salary & Benefits:
- Basic Salary: £45,000 - £50,000
- Fantastic bonus scheme with the opportunity to earn over 50% of fees
- OTE of £70,000 - £85,000 during the first three years
- Opportunity to gain capital in the business
- Established client bank of approximately 300 clients provided
- Full Paraplanning and Administration support
- Access to high-end financial planning technology
- Hybrid working model
- Opportunity to work with clients across London and the South East
- Genuine long-term career progression and development
Working Hours:
- Monday – Friday (Weekend work when required for clients)
- Full-Time Position
- Hybrid working available
- Flexible working between the office, home, and client meetings
- Regular client meetings across London and the South East
Desired Experience:
- Level 4 Diploma in Financial Advice is essential
- Previous experience as a Financial Adviser would be desirable
- Candidates with experience as a Mortgage Adviser or in another regulated advisory environment will be considered
- Experienced Paraplanners who have completed their Level 4 Diploma and are looking to move into Financial Advice will also be considered
- Strong understanding of financial planning and wealth management
- Proven ability to build and maintain long-term client relationships
- Commercially minded with the ambition to grow an existing client bank
- Strong communication and relationship-building skills
- Professional, credible, and confident when dealing with clients
- Highly organised with excellent attention to detail
- A genuine desire to develop a long-term career within Financial Advice
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Responsibilities & Duties:
- Take responsibility for servicing and managing a portfolio of approximately 300 clients across London and the South East
- Build and maintain strong, long-term client relationships
- Conduct client meetings and deliver high-quality financial advice
- Manage ongoing client reviews and identify changing financial planning needs
- Develop new business opportunities and grow the existing client bank
- Build relationships with new and existing clients through referrals and professional networking
- Work closely with the Paraplanning and Administration teams to ensure an efficient and seamless advice process
- Utilise the firm's technology and support infrastructure to deliver an excellent client experience
- Maintain accurate client records and ensure all advice is delivered in line with regulatory and compliance requirements
- Contribute to the continued growth and success of the business
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
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