Financial Adviser

Financial Adviser, Brighton, East Sussex Salary: Up to £85,000 basic OTE £140,000 Contract: Permanent, Full-time Benefits: EMI Share Options Pathway to Chartered status (CII)

A highly regarded, independently owned Chartered financial planning firm based on the South Coast. This is a rare opportunity to join a business that stands genuinely apart from the market - with a unique no-initial-fee client proposition, a proven track record of generating new business for its adviser, and a firm commitment to supporting the right individual toward Chartered status.

The firm is well-established, award-winning, and has no intentions of selling to a consolidator. They are looking for a Financial Adviser who wants to do exceptional work, grow professionally, and build real long-term equity in the business they help shape.

COMPENSATION & EQUITY

Basic salary: up to £85,000 (dependent on experience)

On-target earnings: £140,000 (realistic and evidenced)

EMI Share Options

WHY THIS ROLE STANDS OUT

• Warm client bank from day one - a starting client bank is provided. The firm has generated all new business for its adviser to date, their lead flow is proven
• Pathway to Chartered status (CII) - full support to achieve individual Chartered status; the firm itself holds Chartered accreditation
• No initial charge - one of only a handful of UK firms offering financial planning with no upfront fee, removing the most common barrier in client conversion
• Truly independent - no consolidator - privately owned with no plans to sell; your equity, your clients, and your career are not subject to someone else's exit strategy
• High-value client base - average client AUM exceeds £750,000; complex, meaningful financial planning from the outset

THE ROLE

• Deliver holistic financial planning advice to a warm and growing client bank
• Build long-term relationships with clients and their families across all key life stages
• Conduct cashflow modelling and regular financial planning reviews
• Work towards Chartered Financial Planner status (CII) with full firm support
• Contribute to the firm's strong reputation for client outcomes and independent reviews
• Self-generation of new business is welcomed and rewarded - but not a requirement

WHAT WE'RE LOOKING FOR

• Level 4 qualified (Diploma in Financial Planning or equivalent) - Level 6 desirable but not essential
• Genuine passion for financial planning as a profession and client outcomes
• Motivated to progress toward Chartered status and ongoing CPD
• Attracted by real equity participation and building long-term value in an independent firm
• Strong interpersonal skills with the ability to build lasting client trust
• Experience with cashflow planning tools such as Voyant or CashCalc is advantageous