Financial Advisor

Tate; Burton End; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in the UK is seeking an aspiring Chartered Financial Planner to enhance client relationships and deliver tailored financial solutions. The role involves providing detailed investment advice, conducting fact-finding, and staying updated on regulatory changes. Ideal candidates should have strong interpersonal skills and a commitment to professional growth. Additionally, the position offers competitive salary, performance bonuses, and support for further qualifications.

Benefits

Competitive salary

Performance-based bonus

Flexible working arrangements

Support for further qualifications

Career progression

Qualifications

• Chartered Financial Planner (CII Level 6) or working towards.
• Proven experience in financial advisory or wealth management with UHNW/HNW clients.
• Commitment to continuous professional development.

Responsibilities

• Provide holistic financial planning and investment advice.
• Build and maintain strong client relationships through regular reviews.
• Conduct detailed fact-finding and risk assessments.
• Develop bespoke plans covering pensions, investments, and estate planning.
• Stay current with market trends and regulatory changes.
• Maintain accurate records and ensure FCA compliance.

Skills

Strong interpersonal and communication skills

Ability to work independently

Teamwork

Education

Chartered Financial Planner (CII Level 6)

Job description

Shape the future of client relationships. This is your chance to step into a role where continuity and trust matter most. You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully‑fledged adviser while delivering tailored financial solutions that make a lasting impact.

Responsibilities

• Provide holistic financial planning and investment advice
• Build and maintain strong client relationships through regular reviews
• Conduct detailed fact‑finding and risk assessments
• Develop bespoke plans covering pensions, investments and estate planning
• Stay current with market trends and regulatory changes
• Maintain accurate records and ensure FCA compliance

Qualifications

• Chartered Financial Planner (CII Level 6) or working towards
• Strong interpersonal and communication skills
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals
• Ability to work independently and as part of a team
• Commitment to continuous professional development

Benefits

• Competitive salary and performance‑based bonus
• Flexible working arrangements
• Support for further qualifications and career progression