Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Swanwick

Sort by: -
    • Experience delivering regulated financial advice, ideally with a background in bancassurance, building societies, or an independent financial advisory practice.
    • 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
  • View similar jobs with this employer
    • Is technically strong and genuinely enjoys financial planning.
    • You'll provide holistic financial planning advice to individuals, families, trustees and business…
    • A passion for financial planning with proven experience working in administration for a Financial Planning firm.
    • Ability to listen and ask great questions.
    • Our minimum requirement would be having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-…
    • 50/50 split on company leads.
    • The ideal candidate will have an existing client bank or referral network.
    • Provide mortgage and protection advice tailored to…
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
  • View similar jobs with this employer
    • 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…
  • View similar jobs with this employer
    • 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…
  • View similar jobs with this employer
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Have great attention to detail, with a passion for numbers, a knack for following processes and love delivering an exceptional client experience.
    • Excellent analytical skills, with the ability to conduct detailed financial analysis and valuations;
    • Supporting Transaction Execution: Assist in drafting high-…
    • Commitment to pass basic internal financial industry exams set by within 3 months of employment.
    • A positive, fair, and friendly service-orientated person with a…
    • A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing…
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's.
    • Varied role and your experience in providing high quality…

People also searched:

financial advisor
paraplanner
ifa
financial planner
part time
finance
mortgage advisor
wealth management
financial
trainee financial advisor

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

Let Employers Find YouUpload Your Resume