Financial Advisor

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

Benefits offered by this job

Hybrid working arrangement

Pension scheme

Professional development and chartered

Support towards Chartered status

Job summary

Premier Jobs UK is recruiting a Financial Advisor to manage an established client bank in Chippenham while collaborating with a skilled team on referrals and existing relationships. The role emphasizes quality, ongoing advice for high-net-worth clients and complex wealth scenarios.

You will review portfolios, perform client meetings, and deliver timely pension, investment, and tax-efficient planning guidance with a focus on client outcomes within a collaborative, supportive environment.

Qualifications

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

Responsibilities

• Take ownership of an existing client bank while supporting the team with new business.
• Conduct client reviews and ongoing advice for business owners, professionals, and inherited wealth clients.
• Attend client meetings face to face and build trusted relationships.
• Deliver timely, quality advice to retain and grow the portfolio, including seven-figure holdings.

Skills

Client-facing experience

High-net-worth advisory

Pensions and investments

Tax-efficient planning

Chartered status pursuit

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 (essential)
Who you'd be joining
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
What happens next
When you apply, your details come to Premier Jobs UK, not directly to the employer. Our team reviews every application personally and replies to every candidate - whether we're moving you forward or not. Where your experience fits, we'll arrange a call to understand what you're looking for and talk through the role in more detail. Nothing is sent to our client without your agreement, so if you're applying discreetly, that's respected from the start.
If this Financial Advisor role in Chippenham sounds right, apply now and we'll be in touch.
Liability and disclaimer
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