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Financial Adviser jobs in Balderton

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    • Experience delivering regulated financial advice, ideally with a background in bancassurance, building societies, or an independent financial advisory practice.
    • Contacting existing and/or potential new clients to offer financial planning services.
    • Reviewing and responding to clients’ changing needs and financial…
    • Assist with the delivery of ongoing financial planning services.
    • Good understanding of financial planning concepts and client service standards.
    • View all Forvis Mazars jobs - Nottingham jobs - Financial Planner jobs in Nottingham
    • Salary Search: Trainee Financial Planner salaries in Nottingham
    • See popular questions & answers about Forvis Mazars
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    • Is technically strong and genuinely enjoys financial planning.
    • You'll provide holistic financial planning advice to individuals, families, trustees and business…
    • Develop knowledge of financial products, legislation, and market developments relevant to clients' financial planning needs.
    • Salary: Dependent on experience (£32,000 - £38,000).
    • Contract Type: Full Time or Part-time, Permanent.
    • Location: Home Based with field travel as required.
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
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    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • Processing financial transactions on provider platforms: *Putting the client advice into action at the final stage of the client journey.
    • The successful candidate will work closely with senior managers providing support to in delivering core financial / management accounting services within the…
    • Build and grow your own adviser hub through established introducer partnerships.
    • You'll receive a consistent flow of high-quality leads from established, long-…
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    • Knowledge of the financial planning market including products and services.
    • Experience of financial advice and understanding opportunities for advice.
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    • O Alternatively, strong transferable experience within financial services.
    • O Gaining hands-on experience across the full financial planning process.

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Job Post Details

Independent Financial Adviser
Capio Recruitment
East Midlands Region
£60,000 - £75,000 a year
Permanent, Full-time
Apply now

Job details

£60,000 - £75,000 a year
Referral programme
Permanent, Full-time
East Midlands Region

Full job description

Financial Adviser – Field Based (East Midlands)

Salary: £60,000 - £75,000

Benefits: £4,200 annual car allowance, Year-one bonus paying 30% on new business, Year-two validation structure paying up to 35% on new business and 25% on recurring income, Cash incentive of £25,000 for every £10m of client AUM introduced following covenant expiry

About the Company

A leading national independent financial planning and wealth management firm known for its high-quality advisory services, extensive regional footprint, and well-established institutional partnerships across the UK.

Role Summary

This is a succession opportunity to step into an active regional practice created by a planned retirement. You will take over an established client portfolio alongside an active building society branch referral pipeline. This gives you an immediate revenue stream without needing to generate business from scratch, supported by a strong bonus structure and dedicated introduction incentives.

Key Responsibilities

● Inherit and service an established portfolio, giving you an immediate client base and recurring income from day one.

● Cultivate close relationships with regional building society branch teams across the East Midlands, unlocking a steady, reliable flow of warm introductions without the need for cold business development.

● Deliver holistic financial planning advice across investments, retirement, and protection, sharpening your consultative skills across a regular volume of private client cases.

● Grow your regional footprint through proactive review work and professional referrals, allowing you to capitalise on an attractive tiered validation model that directly rewards your advisory performance.

Requirements

● Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) with current or recent Competent Adviser Status (CAS).

● Experience delivering regulated financial advice, ideally with a background in bancassurance, building societies, or an independent financial advisory practice.

● Strong interpersonal and relationship-management capabilities, enabling you to build trusted partnerships with branch staff and private clients alike.

● Comfort managing a steady volume of personal advice cases with investable sums typically around £50k.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Financial Planner, Independent Financial Adviser, Bancassurance Financial Adviser, Wealth Planner, Wealth Management Adviser

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.

INDWE

Pay: £60,000.00-£75,000.00 per year

Work Location: On the road

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