Financial Adviser
Modus Talent
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
Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn.
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.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Apply Now →
Application opens at the source listing. Free for jobseekers.