Financial Advisor: Ethical Wealth & UK Client Growth

JR United Kingdom; Bolton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A purpose-driven wealth management firm is seeking a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK. In this role, you will engage with new clients, offer tailored advice on financial products, and maintain compliance with regulatory standards. Ideal candidates possess strong interpersonal skills and a Bachelor’s Degree, along with qualifications compliant with UK regulations.

Benefits

Structured training

Mentorship from senior professionals

Impactful work environment

Qualifications

• Experience in retail and institutional client engagement.
• Strong knowledge of UK tax and investment products.
• Ability to prepare financial recommendations and reviews.

Responsibilities

• Identify and engage new clients across the UK.
• Deliver tailored financial advice on various products.
• Maintain accurate client records per FCA and AML standards.

Skills

Interpersonal and communication skills

Self-driven and target-oriented

Client relationship management

Education

Bachelor’s Degree from a reputable University

Level 4 or 7 qualified & RDR compliant

Job description

A purpose-driven wealth management firm is seeking a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK. In this role, you will engage with new clients, offer tailored advice on financial products, and maintain compliance with regulatory standards. Ideal candidates possess strong interpersonal skills and a Bachelor’s Degree, along with qualifications compliant with UK regulations.