Financial Advisor

Tate; Gloucester; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading recruitment agency is seeking a Financial Advisor in the UK to help high-net-worth clients achieve their financial goals. Ideal candidates will be Level 4 qualified or pursuing Level 6 and experienced in an authorized financial planning role. This role offers a competitive salary up to £65,000 and a supportive working environment, including remote/hybrid options.

Qualifications

• Level 4 qualified or pursuing Level 6.
• Experience in an authorised financial planning role.
• Strong ambition and attention to detail.

Responsibilities

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Providing holistic financial planning services
• Presenting financial recommendations to clients
• Maintaining an up-to-date Statement of Professional Standing

Skills

Excellent communication and interpersonal skills

Attention to detail

Ability to work with HNW clients

Education

Level 4 qualified (Diploma in Financial Planning)

Job description

Overview

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to 65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for your next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Responsibilities

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.