Financial Adviser

Job Title: Financial Adviser

Industry: Financial Services

Location: Swindon

Salary: Up to £75,000 + Bonus

Job Ref:10479

Job Description:

An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Swindon.

This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You’ll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.

This is a client bank-provided and growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You’ll focus on developing and managing a client bank, with full support provided at every stage of the advice process.

You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable.

Your responsibilities include:

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• Providing fully independent financial advice and personalised recommendations
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• Managing, developing, and retaining a portfolio of clients
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• Collaborating closely with internal support teams to deliver exceptional service
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• Working flexibly across home and local office environments to best meet client needs
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What’s in it for you:

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• Competitive starting salary up to £75,000 basic
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• Client book provided but you must have a new business focus
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• Highly achievable validation
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• Attractive bonus scheme
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• New business driven, able to utilise network and company support to generate clients
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• Excellent benefits package, including:
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• Salary sacrifice options on Private Medical Insurance (PMI)
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• Death in Service (DIS)
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• 25 days holiday + BH and Pension
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• Study and professional development support
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• Paraplanning, Compliance, and Admin support
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• Hybrid and flexible working options – home and office-based balance
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Skills and experience required

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• Diploma (Dip PFS) or equivalent Level 4 qualification (minimum)
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• At least 1 year’s experience in providing financial advice
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• Proven ability to build and maintain trusted client relationships
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• A proactive, client-focused approach with strong communication skills
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This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you’re passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.