The Job
An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth.
This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning.
You’ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients.
Key responsibilities include:
Managing relationships with an existing client bank
Conducting annual and interim financial reviews
Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning
Identifying opportunities to increase FUM and generate new business
Producing compliant financial recommendations and suitability reports
Monitoring portfolios and recommending strategic adjustments where appropriate
Maintaining accurate FCA-compliant records and documentation
Working collaboratively with paraplanning and administration teams
Supporting best practice initiatives and continuous improvement across the business
This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential.
The Candidate
Level 4 Diploma in Regulated Financial Planning (essential or working towards)
Chartered status or working towards Chartered desirable
Experience delivering financial advice and client reviews
Strong relationship-building and communication skills
Commercially aware with a client-centric approach
Strong understanding of FCA compliance requirements
Ability to explain complex financial matters clearly and confidently
Professional, trustworthy and proactive approach
The Package
Salary £45,000–£60,000
Uncapped commission on new business
Existing client portfolio provided
Full-time permanent position
Career development and progression opportunities
Supportive team environment
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored — offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
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Salary description
£45000.00 - £60000.00 per year