Investment, Insurance & Mortgage Broker

Are you an experienced Financial Adviser or Broker looking to step into a rewarding role with real long-term growth potential? We’re working with a highly respected financial services firm that has been helping individuals and businesses make smart, confident financial decisions for over 40 years. With a strong reputation in the industry and a genuine focus on employee wellbeing and development.

Are you an experienced Financial Adviser or Broker looking to step into a rewarding role with real long-term growth potential?

We’re working with a highly respected financial services firm that has been helping individuals and businesses make smart, confident financial decisions for over 40 years. With a strong reputation in the industry and a genuine focus on employee wellbeing and development, this is a fantastic opportunity to join a values-led organisation where your voice matters and your career is supported. This role offers the chance to provide holistic advice across investments, insurance, pensions, and mortgages, with access to an established and loyal client base. You’ll join a knowledgeable and collaborative team who are passionate about delivering quality advice and long-term value to their clients.

What you’ll be doing:

• Building strong client relationships and delivering expert advice across investments, protection, pensions, and mortgage products
• Conducting detailed financial reviews to understand individual or business needs and future goals
• Creating and implementing tailored financial strategies aligned to client aspirations and risk appetite
• Maintaining up-to-date knowledge of market trends, regulations, and product offerings
• Ensuring compliance and best practice in all aspects of advice and documentation
• Collaborating with colleagues across the business (and external partners where relevant) to deliver joined-up client solutions

What we’re looking for:

• Proven experience (min. 3–5 years) in a financial planning, advisory or brokerage role
• Qualified to at least Level 4 in Financial Planning (CII Diploma or equivalent)
  – those working towards Chartered or Level 6 are encouraged to apply
• Confident advising across multiple product lines: investments, pensions, insurance, and mortgages
• A genuine people person – able to explain complex topics clearly and build lasting client relationships
• Strong commercial and compliance awareness with a commitment to high standards
• Skilled in using financial planning tools and tech (e.g. IO, back-office systems, Excel)
• A self-starter who enjoys working independently as well as being part of a collaborative team

What’s in it for you?

• Up to £60,000 base salary (depending on experience)
• Discretionary annual bonus
• 33 days’ holiday (25 days annual leave + 8 bank holidays)
• Workplace pension scheme
• Sick pay: 3 days per year (then statutory), increasing to 5 days after 5 years of service
• Full-time, permanent role – 37.5 hours per week, office-based across 5 days with occasional travel as required
• Employee wellbeing platform, offering support for mental health, discounted gift cards, and 24/7 Employee Assistance for you and your family
• Career development support – with training, qualifications and a genuine path for growth

These terms apply after a 6-month probation period, during which you’ll receive full training and be supported to get fully embedded in the team.

Why this role?
You'll be joining a company that’s not only well-established and financially strong, but also puts its employees first. The culture is built around shared success and employee ownership – with real investment in your career, wellbeing, and work-life balance.

If you’re looking for more than just a job – somewhere you can make an impact, grow professionally, and be part of something meaningful – this could be your next move.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates