RPGCC Wealth Management Limited
Independent Financial Advisor
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Independent Financial Adviser – RPGCC Wealth Management
RPGCC Wealth Management is seeking a qualified Independent Financial Adviser to join our growing advisory team, operating within an established accountancy practice and supported by a strong internal financial planning function.
About the Role
This is an excellent opportunity for an adviser looking to build a long-term career within a supportive and ambitious firm. You’ll work with a varied and engaged client bank, benefiting from a steady flow of new enquiries and genuine progression opportunities as the business continues to expand.
Key Responsibilities
- Provide holistic financial planning advice across pensions, investments, protection, and tax-efficient strategies
- Build and maintain long-term client relationships
- Work collaboratively with paraplanners, administrators, and the wider accountancy team
- Ensure advice is compliant, suitable, and aligned with firm standards
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Requirements
- Level 4 Diploma in Regulated Financial Planning
- A minimum of 2–3 years’ post-qualification advisory experience
- Working knowledge of Intelliflo, CashCalc, and FE Analytics
- Strong communication skills and a client-centred approach
- Professional, personable, and able to build trust quickly
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Who We’re Looking For
- Early-to-mid-career adviser seeking long-term growth within a stable firm
- A team-oriented individual who is reliable, proactive, and committed to delivering high-quality advice
- Someone who enjoys working within a collaborative environment and contributing to a growing advisory team
What’s on Offer
- Clear long-term career progression within an expanding firm
- Supportive environment with paraplanning and administrative assistance
- Varied and interesting client bank with opportunities to specialise
- Strong professional development support within an established accountancy practice
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