Financial Advisor

Premier Jobs UK Limited; Marshfield; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Chartered development support

Strong earnings potential from day one

Established client bank

Job summary

Premier Jobs UK Limited is recruiting a Financial Advisor in Chippenham to take ownership of an established client bank worth around £450,000 in renewals, with a steady flow of new business through referrals and no need to prospect.

You’ll join a small, collaborative team within a larger advisory group, handling high-net-worth clients and complex cases with pension, investment, and tax planning expertise. Hybrid working is available and chartered status support is offered.

Qualifications

• Diploma Level 4 qualification (essential)
• Proven experience advising clients with substantial assets and complex needs (essential)
• Technical capability across pensions, investments, and tax-efficient planning (essential)
• Professional, authentic approach with gravitas to engage high-net-worth individuals (essential)
• Chartered status, or actively working towards it (desirable)

Responsibilities

• Managing an existing book worth approximately £450,000 in recurring fees across high-value portfolios
• Conducting client reviews and ongoing advice for business owners, professionals, and inherited wealth clients
• Working on new business alongside the team – cases come through referrals and existing client relationships, not cold outreach
• Handling complex planning including pension recycling, tapering, and large contributions
• Delivering advice quickly to offset slower back-office processes and keep clients satisfied
• Attending client meetings face to face and building trusted relationships

Skills

Pensions

Investments

Tax planning

Client engagement

Chartered status (desirable)

Education

Diploma Level 4 qualification

Job description

This Financial Advisor job in Chippenham offers something rare: an existing portfolio worth around £450,000 in renewals, a steady flow of new business that generates itself, and no need to go knocking on doors. You'll be joining a close-knit team within a larger group, working alongside experienced chartered planners who handle high-net-worth and complex cases daily.

Your purpose

You’ll take ownership of a substantial existing client bank while supporting the team with new business as it comes in. This isn't about building from scratch it's about delivering quality advice to clients who are already there, keeping them happy, and managing portfolios that include seven-figure cases.

Your day to day

• Managing an existing book worth approximately £450,000 in recurring fees across high-value portfolios
• Conducting client reviews and ongoing advice for business owners, professionals, and inherited wealth clients
• Working on new business alongside the team – cases come through referrals and existing client relationships, not cold outreach
• Handling complex planning including pension recycling, tapering, and large contributions
• Delivering advice quickly to offset slower back-office processes and keep clients satisfied
• Attending client meetings face to face and building trusted relationships

Financial Advisor Requirements

• Diploma Level 4 qualification (essential)
• Proven experience advising clients with substantial assets and complex needs (essential)
• Technical capability across pensions, investments, and tax-efficient planning (essential)
• Professional, authentic approach with gravitas to engage high-net-worth individuals (essential)
• Chartered status, or actively working towards it (desirable)

A small, collaborative financial planning team within a larger advisory group. The culture is down to earth – everyone pulls their weight, there's no hierarchy for the sake of it, and the focus is firmly on client outcomes. You'll work closely with experienced colleagues and dedicated support staff who know the clients well.

Financial Advisor Benefits

• Circa £70,000 salary plus on-target earnings
• Hybrid working arrangement with flexibility once established
• Pension scheme
• Professional development and support towards chartered status
• Manageable portfolio with genuine earning potential from day one
• Established client bank requiring no prospecting or business development activity

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.

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