Financial Adviser, Liverpool #010

Locations:Liverpool

Salary: Competitive remuneration package with exceptional uncapped earning potential.

Build Your Advisory Business with the Support of an International Wealth Management Organisation

Our client is an established international wealth management organisation seeking experienced Financial Advisers to join its expanding UK advisory team.

This opportunity is designed for ambitious advisers who want the freedom to focus on clients while benefiting from the infrastructure, support and resources of a highly successful organisation. Whether you are looking to transition your existing client bank, accelerate the growth of your business or build long-term enterprise value, this role offers the platform to achieve your ambitions.

Unlike many advisory positions, this opportunity enables advisers to retain control of their client relationships and advice philosophy while removing much of the operational burden that can restrict growth.

The Opportunity

As a Financial Adviser, you will be responsible for managing and growing your own portfolio of clients while delivering holistic financial planning solutions tailored to each client's personal and financial objectives.

Working within a collaborative and highly supportive environment, you will benefit from dedicated operational, compliance and technical support, allowing you to spend more time developing client relationships and delivering outstanding financial advice.

This opportunity is particularly suited to advisers with an entrepreneurial mindset who are looking to grow a valuable long-term business within an established international organisation.

Key Responsibilities

• Build, develop and maintain long-term relationships with existing and prospective clients.
• Deliver holistic financial planning across investments, pensions, retirement planning, estate planning, protection and wider wealth management solutions.
• Manage and grow an existing portfolio of clients.
• Develop new business through referrals, professional networking and relationship development.
• Conduct regular client reviews and ensure advice remains aligned with clients' changing objectives.
• Maintain the highest standards of professionalism, ethics and FCA regulatory compliance.
• Collaborate with specialist support teams to deliver an exceptional client experience.
• Contribute to the continued growth of the advisory business.

Ideal Candidate

Our client is seeking experienced Financial Advisers who are passionate about delivering outstanding client outcomes while building long-term value within their advisory business.

The successful candidate will demonstrate:

• Current authorisation to provide regulated financial advice within the UK.
• A proven track record of delivering holistic financial planning.
• Experience managing relationships with affluent and high-net-worth individuals.
• The ability to transition an existing, transferable client bank and assets under management (AUM), subject to regulatory and contractual obligations.
• Strong business development and relationship management capabilities.
• Excellent communication and interpersonal skills.
• A professional, ethical and client-focused approach.
• An entrepreneurial mindset with the ambition to continue growing a successful advisory business.
• A desire to work within a collaborative environment that supports long-term professional success.

Candidates with an established client following, recurring revenue and transferable assets under management will be particularly well suited to this opportunity.

Support & Infrastructure

Our client believes advisers perform at their best when they are supported by experienced professionals and market-leading infrastructure.

Successful advisers will benefit from:

• Dedicated compliance support.
• UK-based paraplanning services.
• Experienced administration and client servicing teams.
• Investment research and portfolio support.
• Modern CRM and adviser technology.
• Marketing and business development resources.
• Operational support designed to maximise adviser productivity.
• A collaborative culture focused on delivering exceptional client outcomes.

Flexible Growth Pathways

Recognising that every adviser is different, our client offers flexible operating models designed to support advisers at every stage of their professional journey.

Whether you are building your client base, transitioning an established portfolio or looking to scale a larger advisory business, the organisation provides the infrastructure, flexibility and resources required to support your long-term objectives.

There are also opportunities for experienced advisers to develop leadership responsibilities, build advisory teams or participate in future strategic growth initiatives.

What's on Offer

• Competitive remuneration package.
• Exceptional uncapped earning potential.
• The opportunity to transition and grow your existing client bank.
• Comprehensive compliance, paraplanning and administrative support.
• Access to modern adviser technology and operational infrastructure.
• Marketing and business development assistance.
• Ongoing professional development and career progression.
• A collaborative, adviser-focused culture.
• Long-term opportunities to build enterprise value within your advisory business.
• Access to future succession, leadership and business growth opportunities.

Why Apply?

This is an outstanding opportunity to join a respected international wealth management organisation that empowers advisers to build sustainable, successful careers.

Our client provides the support, infrastructure and flexibility needed to help advisers focus on what matters most—building trusted client relationships, delivering exceptional financial advice and creating long-term value for both clients and their own business.

If you are an experienced Financial Adviser with a transferable client bank and ambitions to grow within a supportive and forward-thinking organisation, we would welcome a confidential discussion.

Please note: This is a confidential appointment. Full details of the organisation, remuneration package and long-term career opportunities will be shared with shortlisted applicants during the recruitment process.