Financial Advisor

Tate; Milton Keynes; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A financial services company is seeking a Financial Adviser (IFA) based in High Wycombe, offering a salary of £50,000 - £60,000 plus bonuses. The ideal candidate will have proven experience in financial advice and client relationship management. This role provides the opportunity for career progression in a supportive team environment.

Benefits

Supportive team and leadership

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.
• Self-motivated, proactive, and growth-oriented.

Responsibilities

• Review and optimise the existing client book and business processes.
• Identify and implement opportunities for business growth.
• Provide holistic financial advice across pensions, investments, protection, and tax planning.

Skills

Financial advice experience

Client relationship management

Commercially minded

Excellent communication skills

Proficient in CRM systems

Understanding of FCA regulations

Education

Level 4 qualified (DipPFS or equivalent)

Tools

Intelliflo Office

Job description

Overview

Financial Adviser (IFA) – High Wycombe (Hybrid) | Full-time | Salary: £50,000 - £60,000 base (DOE) + competitive bonus structure

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 / Benefits

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

How to Apply / Important Notices

Ready to take the next step?

Please note this advert will remain open until the vacancy is filled. Interviews will take place during this period, so apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy and is committed to equal opportunities.

To ensure the best experience for every candidate, please let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are a priority, and we are here to support you. You may also share your preferred pronouns in your application.

Job Info

• Job Title: Financial Adviser (IFA)
• Company: Tate
• Location: High Wycombe, Buckinghamshire (Hybrid)
• Salary: £50,000 - £60,000 Per annum + bonus and benefits
• Posted: Sep 26th 2025
• Closes: Oct 27th 2025
• Sector: Contract
• Hours: Full Time