Financial Adviser

At Hallam Wealth we believe financial advice should be personal, purposeful, and empowering. As a growing, client-centric financial planning Practice, we help individuals, families, and business owners make confident financial decisions through clear, honest, and long-term advice. 

Our team is passionate about building lasting relationships based on trust, transparency, and results. We are proud of our collaborative culture, modern approach, and commitment to professional excellence. As we continue to grow, we’re looking for an experienced and driven Financial Adviser to join our expanding team. 

Your key responsibilities will include:

• Conducting in-depth reviews of clients’ financial circumstances, current provision, and future goals
• Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements
• Communicating with other relevant professionals in relation to clients’ circumstances
• Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James's Place products and services
• Liaising with clients in relation to changes to legislation that may affect their savings, investments, or plans
• Participating in monthly meetings and strategies for business development

Person Specification

• Level 4 qualified, with aspirations toward Chartered status
• Competent Adviser Status (CAS)
• Ability to explain complex information simply and clearly
• Self-motivated with a genuine passion for helping others achieve their financial goals
• Use of Financial Analytics, Voyant and other software

What we offer:

• A growing client base
• Clear progression opportunities and ongoing professional development

• A collaborative and professional culture that values integrity, transparency, and client-first service
• Flexible working arrangements, including remote and hybrid options

 This is an excellent opportunity for an ambitious Adviser seeking long-term growth within a supportive and modern advisory business.