Financial Advisor

Tate; High Wycombe; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in High Wycombe is seeking a driven Financial Advisor to lead client management and business growth initiatives. The ideal candidate is Level 4 qualified and has proven experience in financial advice, with strong interpersonal skills to build client relationships. This role offers flexible working arrangements and opportunities for career progression.

Benefits

Flexible working arrangements

Access to high-quality leads

Career progression opportunities

Qualifications

• Proven experience in financial advice and client relationship management.
• Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred.
• Commercially minded with a passion for business development.

Responsibilities

• Review and optimise existing client book and business processes.
• Identify and implement opportunities for business growth.
• Provide holistic financial advice across various sectors.

Skills

Financial advice experience

Client relationship management

Excellent communication skills

Business development

Understanding of FCA regulations

Education

Level 4 qualified (DipPFS or equivalent)

Tools

Intelliflo Office or similar CRM systems

Job description

About the Role

Are you a driven and strategic Financial Advisor (IFA) ready to take ownership of your client base and help shape the future of a growing firm? Our client is seeking a Level 4 qualified adviser to join their team in High Wycombe. This is a unique opportunity to assess the current business, attract new clients, and lead growth initiatives. Ideally you will be an IFA who has a blend of technical qualifications, interpersonal strengths, and business acumen.

Key Responsibilities

• Review and optimise the existing client book and business processes.
• Identify and implement opportunities for business growth.
• Develop strategies to attract and retain new clients.
• Provide holistic financial advice across pensions, investments, protection, and tax planning.
• Build and maintain strong client relationships.
• Work collaboratively with paraplanners and administrators to ensure high-quality service delivery.

Candidate Requirements

• Proven experience in financial advice and client relationship management.
• Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred.
• Proficient in Intelliflo Office or similar CRM systems.
• Commercially minded with a passion for business development.
• Strong understanding of FCA regulations and compliance.
• Excellent communication and interpersonal skills.
• Self-motivated, proactive, and growth-oriented.

What\'s on Offer

• Supportive team and leadership.
• Flexible working arrangements.
• Access to high-quality leads and marketing support.
• Career progression opportunities and support for further qualifications.
• A chance to make a meaningful impact on the direction of the business.

Contact:

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.