Financial Adviser

Financial Adviser - Independent, Chartered Route Rugby, Market Harborough £60,000 to £65,000 Hybrid Head Office (Market Harborough) and field-based across WarwickshireAbout the companyWe are a firm of Independent Financial Advisers based in Market Harborough, dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning. Founded in 2009 and rated 4.9 / 5 on VouchedFor, we work with individuals and businesses across the Midlands, London and the wider UK.Our two principal advisers are Chartered Members of the CISI and Chartered Associates of the London Institute of Banking and Finance. Independence matters here - we have no affiliation with any provider, so every recommendation is built around the client.The opportunity A long-standing Adviser is retiring, and we are looking for a Chartered-track Financial Adviser to take on his existing client bank - circa 100+ clients based in and around Warwickshire.This is not a cold-start. You will be paired with the retiring adviser through to October 2027, joining him on client visits across the region so every relationship is handed over personally. After an initial training period at our Market Harborough head office, the role becomes predominantly field-based with the freedom and flexibility you would expect from a modern, independent firm.The ideal candidate joins us in August or September 2026.What You''ll Be DoingTake ownership of a mature client bank of 100+ individuals, families and ..... full job details .....