Financial Advisor / Financial Planner – Shrewsbury

Confidential Client | High Priority Appointment

We are currently supporting a well-established, directly authorised and fully independent wealth management firm(confidential client) in the appointment of an experienced Financial Planner.

This is a priority hire, with interviews being arranged promptly for suitable candidates.

The Opportunity

This role offers the opportunity to join a respected advisory firm with a strong regional presence and a consistent flow of client demand.

Unlike traditional roles focused on servicing an existing book, this position provides:

· Access to warm, pre-qualified client leads

· A schedule of pre-arranged client meetings

· The opportunity to build and develop your own client portfolio

· A focus on long-term relationship management and holistic financial planning

This is particularly well suited to advisers who enjoy working with new clients and developing lasting relationships, rather than maintaining a static client base.

Candidate Profile

· Diploma qualified (Level 4 minimum)

· Chartered status, or working towards (preferred)

· Demonstrated ability to develop client relationships and convert opportunities

· Professional, client-focused approach

· Strong communication and interpersonal skills

· Commercial awareness with a long-term advisory mindset

· An existing client bank may be advantageous but is not essential.

What My Client Offers

· Consistent flow of qualified client opportunities

· Pre-booked meetings, reducing the need for self-generated leads

· A supportive and collaborative working environment

· Full paraplanning and administrative support

· A business model centred on independent, client-first financial advice

· Clear opportunity to build and grow a valuable client portfolio

Application

For a confidential discussion regarding this opportunity, please apply directly or contact me privately.