About the Firm
A growing, client-first financial planning firm with a strong local reputation and a sizeable, well-established client base. The culture is hands-on and service-led, with high standards around professionalism and responsiveness. The business is investing in its team structure to stay ahead of demand and support long-term, sustainable growth.
Role Summary
This is a servicing-focused adviser opportunity designed to strengthen an established client proposition and support the senior adviser as the firm scales. You will take ownership of ongoing client relationships while developing your advisory capability in a supportive environment, with structured exposure to the full client journey and clear scope to broaden into new business over time.
Key Responsibilities
- Deliver high-quality servicing advice to an existing client bank, giving you immediate responsibility and meaningful client impact
- Run face-to-face client meetings as required, helping you build credibility and deepen long-term relationships
- Support the lead adviser by taking on day-to-day servicing activity, freeing up capacity and improving overall client experience
- Complete paraplanning work where needed while developing advisory capability, giving you broader technical exposure and progression
- Shadow senior meetings and learn the firm’s approach end-to-end, accelerating your development into a well-rounded adviser
Requirements
- Background in financial planning with the ability to support or deliver servicing advice (developmental pathway considered)
- Advisory experience preferred but not overly long-tenured, openness to working in the firm’s established way of doing things
- Based within a sensible commute of the office (around 30-40 minutes) to support in-person collaboration and client meetings
- Strong customer service mindset with high standards for responsiveness and professionalism
- Comfortable working primarily office-based initially, with limited hybrid working available once established (business needs first)
Job Synonyms
Related Job Titles: Servicing Financial Adviser, Associate Financial Adviser, Trainee Financial Adviser, Paraplanner to Adviser, Client Relationship Financial Adviser