Financial Advisor

Are you a personable and professional Financial Adviser looking to build long-term relationships and deliver exceptional client experiences? We’re recruiting on behalf of a successful wealth management firm that’s committed to high standards, continued development, and client-first advice.

What you’ll be doing:

• Delivering an outstanding, personalised service to clients, ensuring their needs are at the heart of everything you do
• Driving AUM and revenue growth through trusted, long-term relationships
• Managing the full client review process with care, organisation, and consistency
• Working closely with the internal support team to ensure a seamless client journey
• Applying Consumer Duty principles in all advice and interactions
• Maintaining up-to-date knowledge of financial products and holistic planning approaches
• Operating in full compliance with FCA regulations and embedding best practice in your work
• Participating fully in the firm’s T&C framework for your ongoing professional development

What we’re looking for:

• A qualified Financial Adviser with a client-centric mindset
• Organised, punctual, and detail-oriented
• Able to adapt to individual client needs with empathy and professionalism
• A collaborative approach and a willingness to engage with the wider team
• Someone who truly values ethical, compliant advice and always strives to do the right thing

Location:

The role is based at the firm’s Newcastle-under-Lyme office, with some flexibility for occasional remote working