Barbara Houghton Associates Limited
Financial Advisor
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Financial Adviser Opportunity
An opportunity for an experienced Financial Adviser to join a growing financial planning business, inheriting an existing client portfolio and developing further business opportunities. The role focuses on delivering high-quality independent financial advice while maintaining regulatory compliance and building long-term client relationships.
Key Responsibilities
- Provide independent financial planning and wealth management advice to clients.
- Manage and develop an existing client bank.
- Conduct client reviews and maintain ongoing relationships.
- Gather and analyse client financial information to formulate suitable recommendations.
- Research and evaluate financial products and solutions.
- Build relationships with professional introducers and third-party partners.
- Identify opportunities to grow market share and enhance client experience.
- Keep up to date with industry, regulatory and legislative developments.
- Ensure all activity complies with FCA requirements and company compliance procedures.
- Maintain accurate client records and update internal systems.
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Requirements
Essential
- Minimum 5 years' experience as an Independent Financial Adviser.
- Level 4 Diploma qualified (or equivalent approved qualification).
- Strong knowledge of:
- Wealth management
- Pensions
- Investments
- Protection planning
- UK financial services marketplace
- Excellent communication and presentation skills.
- Strong analytical and decision-making ability.
- Entrepreneurial mindset with a proactive approach to business development.
- Commitment to ongoing CPD and maintaining a Statement of Professional Standing (SPS).
What They Offer
- Existing client book providing immediate income opportunities.
- Networking opportunities through company-sponsored events and partnerships.
- Access to modern technology including:
- Conquest cashflow modelling
- PlannerPal AI-supported administration
- Power BI reporting tools
- Supportive and growth-focused culture.
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Benefits
- 25 days annual leave plus bank holidays, increasing with service (up to 30 days).
- Option to buy an additional 5 days' holiday.
- Pension scheme.
- Discretionary new business incentive scheme.
- Life cover (4x salary).
- Healthcare cash plan.
- Free mortgage advice.
- Employee Assistance Programme.
- Community involvement leave.
- Shopping discount platform.
- Free parking.
Ideal Candidate
An experienced, client-facing Independent Financial Adviser who is confident managing an existing portfolio, developing new business opportunities, and providing holistic financial planning advice while operating within a highly regulated environment.
This is essentially an employed IFA role with a client bank to inherit, making it particularly attractive to advisers currently building their own client base who would prefer an established portfolio and strong support infrastructure.
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