Söderberg & Partners Financial Planning
Financial Adviser
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Soderberg & Partners Financial Planning
Financial Adviser
Location: UK Wide
Please note - Working arrangements may vary depending on location and other factors, this will be discussed through the interview process.
Multiple opportunities available across the UK, both employed and self-employed. To find out more, please apply to explore with the team.
About Us
Söderberg & Partners are a leading wealth management and financial advice group founded in Sweden in 2004. Over the past two decades, we’ve built a strong international presence with thousands of advisers and specialists across Europe, helping clients plan for better financial outcomes through independent, transparent, value-led advice.
Today, the Söderberg & Partners group:
- Employs thousands of people across multiple countries including Sweden, Norway, Denmark, Finland, the Netherlands, Luxembourg, Spain, and the UK.
- Manages and advises on over £140bn of AUM through our global businesses.
- Has a long-term commitment to innovation, investing in technology, platform capabilities and adviser support so that our advisers can thrive and deliver what matters most, exceptional client outcomes.
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We launched our UK operation in 2024 to bring this values-driven, technology-enabled model to one of the world’s most sophisticated financial advice markets.
Position
We are seeking experienced and client-focused Financial Advisers to join us in our growing network of strategic partner firms. This is an excellent opportunity for a driven professional to deliver comprehensive, advice and data-led financial planning services within a collaborative and forward-thinking environment.
A key aspect of the role will be building and maintaining strong, long-lasting client relationships based on trust, transparency, and high-quality service.
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The business operates within a robust compliance framework, ensuring all advice and processes meet the highest regulatory and ethical standards. You will work closely with our team and utilise our technology to deliver efficient and accurate client outcomes.
Offering a supportive and collaborative culture, based around our values to be Brave, Responsible, Helpful and Driven.
Desired Qualifications and Experience
- Minimum Level 4 Diploma Qualified
- Experienced in high quality financial planning, including areas such as: investments, pensions, cash flow modelling and IHT.
- Excellent communication and interpersonal skills to build and maintain trust with clients
- Strong ethical standards and commitment to client confidentiality
- Experience with financial planning software is desirable
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