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Financial Advisor
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We’re pleased to be supporting Brimmond Financial Planning as they look to appoint an experienced Financial Adviser to join their growing team.
This is an excellent opportunity to manage and develop an existing client bank, while also building your own pipeline through new business activity. The role involves delivering holistic financial planning advice across pensions, investments, protection, and retirement planning, with a strong focus on long-term client relationships and service.
It would suit someone who values a professional, client-first approach and enjoys working within a supportive, independent firm environment.
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Key Responsibilities
- Manage and develop an existing portfolio of clients
- Build long-term relationships through regular reviews and ongoing support
- Provide regulated advice across pensions, investments, and protection
- Identify and generate new business through referrals and networking
- Work closely with paraplanning and administrative teams
- Ensure high standards of compliance and documentation
- Contribute to the continued growth of the business
Candidate Profile
Essential:
- Level 4 Diploma qualified (minimum)
- Proven experience as a Financial Adviser
- Strong relationship-building and communication skills
- Solid knowledge of pensions, investments, and protection
- Ability to manage client relationships independently
- Professional, organised, and client-focused
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Desirable:
- Chartered status or working towards it
- Experience within an independent financial planning firm
What’s on Offer
- Competitive salary and bonus structure
- Existing client bank to manage and grow
- Full paraplanning and administrative support
- Flexible working arrangements
- Comprehensive benefits package
- Clear long-term career development
- Collaborative and supportive team environment
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