Financial Advisor

Tate Recruitment; Stansted Mountfitchet; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Chartered Financial Adviser to join their team near Stansted. In this hybrid role, you will work closely with clients, providing tailored financial solutions and building long-lasting relationships. Ideal candidates will be Chartered (CII Level 6) or working towards, with experience in financial advisory. This position offers a competitive salary, potential for bonuses, and support for further career development.

Benefits

Competitive salary

Performance-based bonus

Flexible working arrangements

Support for further qualifications

Qualifications

• Chartered Financial Planner status or actively pursuing qualification.
• Experience in financial advisory or wealth management.
• Ability to work both independently and collaboratively.

Responsibilities

• Provide holistic financial planning and investment advice.
• Build and maintain strong client relationships.
• Conduct detailed fact-finding and risk assessments.
• Develop bespoke financial plans.

Skills

Interpersonal skills

Communication skills

Financial planning

Education

Chartered Financial Planner (CII Level 6) or working towards

Job description

Chartered Financial Adviser

Location: Near Stansted.

Salary: Very Competitive + Bonus + Benefits

Contract Type: Full-Time / Permanent (Hybrid Working)

About the Role as Chartered Financial Adviser:

Shape the future of client relationships. This is your chance to step into a role where continuity and trust matter most. You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully‑fledged adviser while delivering tailored financial solutions that make a lasting impact.

Key Responsibilities of the Chartered Financial Adviser:

• Provide holistic financial planning and investment advice
• Build and maintain strong client relationships through regular reviews
• Conduct detailed fact‑finding and risk assessments
• Develop bespoke plans covering pensions, investments and estate planning
• Stay current with market trends and regulatory changes
• Maintain accurate records and ensure FCA compliance

Requirements

• Chartered Financial Planner (CII Level 6) or working towards
• Strong interpersonal and communication skills
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

Benefits

• Competitive salary and performance‑based bonus
• Flexible working arrangements
• Support for further qualifications and career progression

Ready to take the next step in your career?

Contact Marie McDermott on 0203 096 4533 or email [e-mail] to discuss this outstanding opportunity in confidence.