Financial Adviser

Peter Harding Wealth Management; Corsham; Hybrid; GBP 35,000 - 70,000; Full time

Job summary

A financial services firm in Corsham is seeking an experienced Financial Adviser to deliver bespoke financial advice and build long-term relationships with clients. The role involves generating new business, ensuring compliance with FCA standards, and maintaining accurate advice records. Ideal candidates should have a Level 4 Diploma in Regulated Financial Planning and strong experience in investments and pensions. This position offers a permanent, full-time contract with a salary range of £35,000 - £70,000 plus bonuses.

Qualifications

• Proven experience as a Financial Adviser/Wealth Consultant.
• Strong technical knowledge of investments, pensions, protection, and tax-efficient planning.
• Chartered status (or working towards) and experience with SJP (desirable).
• Full UK driving licence with willingness to travel.

Responsibilities

• Deliver high-quality, bespoke financial advice to clients.
• Build long-term relationships with clients.
• Generate new business through networking and events.
• Ensure advice meets FCA and SJP standards.
• Maintain accurate records and commit to professional development.

Skills

Excellent communication skills

Relationship-building

Business development

Organisational skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We are recruiting for a Financial Adviser

Are you an experienced Financial Adviser looking to take the next step in your career? Do you thrive on building trusted relationships and delivering exceptional financial advice? If so, we’d love to hear from you.

Location: Corsham/Wiltshire

Contract type: Permanent, full-time, hybrid

Salary / Benefits: The salary range is from £35,000 - £70,000 + a generous bonus scheme

About Us

Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth.

The Role

We’re looking for an experienced adviser to deliver high-quality, bespoke financial advice to a portfolio of new and existing clients. You’ll provide tailored solutions across investments, pensions, protection, retirement, and tax-efficient planning while building long‑term, trusted relationships. The role also involves generating new business through networking and events, representing the Practice at seminars, and collaborating with internal teams. You’ll ensure all advice meets FCA and SJP standards, maintain accurate records, and commit to ongoing professional development.

About You

• Level 4 Diploma in Regulated Financial Planning + SPS (essential).


• Proven experience as a Financial Adviser/Wealth Consultant.


• Strong technical knowledge of investments, pensions, protection, and tax‑efficient planning.


• Excellent communication and relationship‑building skills.


• Commercially minded with strong business development ability.


• Highly organised and able to manage your own workload independently.


• Chartered status (or working towards) and experience with SJP (desirable).


• Full UK driving licence with willingness to travel.

Why Join Us

You’ll join a supportive and ambitious Partner Practice with a strong reputation that values high‑quality advice, integrity, and long‑term client care. This is a chance to make a real impact—helping clients achieve their long‑term goals while progressing your own career in a growing and respected Practice.

Our vision

“We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.”

Our mission

To create an environment where clients can be confident to plan, grow & protect their future.