Financial Advisor

mbf; England; Hybrid; GBP 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Full paraplanning and administrative support

Professional development support

Job summary

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. The role offers a competitive base salary starting at £65,000 with additional bonuses based on performance and client growth. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted client relationships. Enjoy the benefits of a hybrid working model, with a supportive team environment focused on client outcomes.

Qualifications

• Must have current CAS and Statement of Professional Standing (SPS).
• Proven ability to build trusted client relationships.

Responsibilities

• Deliver holistic financial planning advice to existing clients.
• Provide tailored solutions across a range of financial areas.

Skills

Strong technical knowledge across pensions

Client relationship management

Organised and proactive

Education

Level 4 Diploma in Financial Planning

Job description

Opportunity

You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time.

You’ll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more — supported by a highly experienced paraplanning and administrative team.

This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets.

What’s on Offer

• £65,000 base salary + £10,000 bonus for Level 4 qualified advisers
• £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers
• Additional bonuses for new business and performance – excellent OTE potential
• Hybrid working – typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings)
• All clients provided – immediate portfolio of around 70, growing over time
• Full paraplanning and administrative support
• Collaborative and professional working environment focused on client outcomes

About You

• We’re looking for a professional who:
• Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred)
• Has current CAS and Statement of Professional Standing (SPS)
• Possesses strong technical knowledge across all advice areas (pensions, investments, tax, protection)
• Has a proven ability to build trusted client relationships
• Is organised, proactive, and committed to delivering exceptional client service

Why Apply?

This is an excellent opportunity for an Adviser who wants to join a respected wealth management firm offering:

• A warm client base ready to inherit and develop
• Structured career growth and professional development support

A balanced role combining client engagement and technical planning, free from heavy sales pressures.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Location

Gatwick, England, United Kingdom (Hybrid: Gatwick office & home)

Recruitment Notice

We are actively recruiting and the position is open for applications.