Wealth Advisor (Hybrid) - Build Trusted Futures

Peter Harding Wealth Management; Corsham; Hybrid; GBP 35,000 - 70,000; Full time

Job summary

A financial services firm in Corsham is seeking an experienced Financial Adviser to deliver bespoke financial advice and build long-term relationships with clients. The role involves generating new business, ensuring compliance with FCA standards, and maintaining accurate advice records. Ideal candidates should have a Level 4 Diploma in Regulated Financial Planning and strong experience in investments and pensions. This position offers a permanent, full-time contract with a salary range of £35,000 - £70,000 plus bonuses.

Qualifications

• Proven experience as a Financial Adviser/Wealth Consultant.
• Strong technical knowledge of investments, pensions, protection, and tax-efficient planning.
• Chartered status (or working towards) and experience with SJP (desirable).
• Full UK driving licence with willingness to travel.

Responsibilities

• Deliver high-quality, bespoke financial advice to clients.
• Build long-term relationships with clients.
• Generate new business through networking and events.
• Ensure advice meets FCA and SJP standards.
• Maintain accurate records and commit to professional development.

Skills

Excellent communication skills

Relationship-building

Business development

Organisational skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

A financial services firm in Corsham is seeking an experienced Financial Adviser to deliver bespoke financial advice and build long-term relationships with clients. The role involves generating new business, ensuring compliance with FCA standards, and maintaining accurate advice records. Ideal candidates should have a Level 4 Diploma in Regulated Financial Planning and strong experience in investments and pensions. This position offers a permanent, full-time contract with a salary range of £35,000 - £70,000 plus bonuses.