Financial Adviser

Qualified inbound appointments | Private equity-backed growth | New London office launch | No self-generation required

If you're an experienced Financial Adviser who enjoys helping clients make informed financial decisions but is frustrated by the constant pressure to generate your own leads, this role offers a different approach. You'll work with qualified, pre-booked appointments, allowing you to focus on delivering advice rather than prospecting.

Joining a growing financial services business, you'll become part of an organisation entering an exciting new phase of expansion. Backed by significant investment and supported by a proven operating model, the business is creating new opportunities for advisers who want both stability and long-term career growth.

Package & Benefits

• Salary £55,000 per annum.
• Realistic on-target earnings of £95,000+ per annum.
• Qualified, pre-booked client appointments.
• No cold calling or self-generated business requirements.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Professional development and ongoing training support.
• Clear career progression opportunities.

About the Company

This private equity-backed financial services business has built a strong and successful presence across the North of England and is now launching its London office following significant investment to support its next phase of growth. Through substantial investment in marketing and client acquisition, the business generates a consistent flow of inbound enquiries, supported by a specialist team that qualifies opportunities before introducing them to advisers.

Key Responsibilities

• Conduct client meetings with qualified prospective clients and complete comprehensive fact-finds.
• Assess financial circumstances and deliver suitable recommendations in line with regulatory requirements.
• Build and maintain long-term client relationships through professional financial advice.
• Work closely with support teams to maximise client outcomes while maintaining compliance standards.

About You

• Level 4 Diploma qualified with experience working as a Financial Adviser, Financial Planning Consultant, Wealth Adviser, or similar regulated advisory professional.
• Proven experience conducting client meetings, fact-finds, and delivering regulated financial advice.
• Experience working within FCA-regulated environments and meeting compliance requirements.

If you're looking for a Financial Adviser role where you can focus on advising clients rather than generating leads while joining a business investing heavily in its future growth, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion, even if your CV is not fully up to date.

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