Autonomous Financial Advisor – Hybrid, Full Back‑Office Support

Premier Jobs UK Limited; Acton; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Hybrid working

Administrative support

Paraplanning support

Professional development

Job summary

Premier Jobs UK Limited is seeking a Financial Advisor to join a growing wealth management firm in the Cheshire region. You will build lasting client relationships and deliver tailored financial plans covering pensions, investments, savings and protection.

With full back-office support and a structured advice process, you’ll access company leads to grow your client base. The role offers hybrid working, strong development opportunities and a clear path to career progression.

Qualifications

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
• Essential: Experience as a practicing Financial Advisor with proven client management skills
• Essential: Strong interpersonal and communication abilities
• Desirable: Business development and networking experience
• Desirable: Proficiency with financial planning software and Microsoft Teams

Responsibilities

• Deliver face-to-face and virtual client meetings
• Conduct comprehensive financial reviews and produce detailed reports
• Develop new business through networking, referrals, and company leads
• Maintain and grow client relationships through regular reviews
• Leverage digital tools and CRM systems to enhance client service

Skills

Client management

Interpersonal communication

Networking

Business development

Financial planning software

Microsoft Teams

Education

Diploma in Regulated Financial Planning

Tools

Microsoft Teams

Job description

Premier Jobs UK Limited is seeking a Financial Advisor to join a growing wealth management firm in the Cheshire region. You will build lasting client relationships and deliver tailored financial plans covering pensions, investments, savings and protection.

With full back-office support and a structured advice process, you’ll access company leads to grow your client base. The role offers hybrid working, strong development opportunities and a clear path to career progression.