Financial Adviser

Financial Adviser

Location: Kendal Cumbria
Full-time Permanent

Could this be the opportunity that shapes the rest of your career

Macbeth Scott has been helping individuals families and businesses protect and grow their wealth since the 1980s.

Today the firm manages significant client assets and continues to grow through referrals reputation and long-standing relationships. Clients trust Macbeth Scott because advice is built on honesty integrity and personal service.

Were now looking for a Financial Adviser to become part of the next chapter of the business.

This isnt simply about servicing a client bank. Its about becoming a trusted adviser to generations of families learning from highly experienced advisers and playing an increasingly important role within an established and respected independent financial planning practice.

If youre someone who genuinely enjoys building long-term client relationships wed love to hear from you.

What youll do

Youll work alongside the existing advisers gradually taking responsibility for an established portfolio of high-net-worth clients while continuing to develop new relationships.

Your responsibilities will include:

• Building trusted long-term relationships with private clients and their families.
• Gradually assuming responsibility for an established portfolio of high-net-worth clients.
• Delivering high-quality financial planning across pensions investments protection and retirement planning.
• Working closely with clients through significant life events and intergenerational wealth transfers.
• Representing Macbeth Scott professionally within the local community and helping develop the firms already excellent reputation.
• Working collaboratively with experienced advisers while contributing to the long-term future of the business.

What were looking for

• Experience working as a Financial Adviser within an independent financial planning firm.
• Level 4 Diploma qualified and CAS status.
• Excellent relationship-building skills and a genuine passion for looking after clients over the long term.
• Confident communicating with high-net-worth individuals families and business owners.
• Someone who values professionalism integrity and traditional client service.
• A proactive individual who wants to become an important part of a successful and growing business.

Why this opportunity stands out

• Join one of the Lake Districts longest-established independent financial planning firms.
• Work with an established portfolio of loyal high-net-worth clients.
• Learn alongside highly experienced advisers with decades of industry knowledge.
• Genuine opportunity to grow your responsibilities as your career develops.
• Excellent salary bonus and long-term career prospects.
• Live and work in one of the UKs most beautiful locations.

Apply now

Were working with Recruitment Rebellion on this vacancy. Applications are open for up to 30 days but may close earlier if we find the right person.

If you require any adjustments during the recruitment process please let us know.