Wealth Advisor: Lead-Driven Growth, Equity, Flexible

Premier Jobs UK Ltd; City Of London; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Private healthcare

Group income protection

Life assurance

Holiday entitlement 24-26

Chartered status support

Wellbeing programme

Eye care scheme

Cycle to work

Job summary

Premier Jobs UK Ltd is partnering with a fast-growing wealth management firm to recruit a Financial Advisor who will deliver holistic financial planning to a growing UK client base, with focus on London and Leeds.

You will benefit from quality leads, a collaborative support team, a salary with discretionary bonuses, and flexible hybrid working. The role emphasizes building trusted client relationships across pensions, investments and protection in a compliant planning-led environment.

Qualifications

• Essential: Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards Chartered is desirable)
• Essential: Experience delivering holistic financial advice in a planning-led environment
• Essential: Strong understanding of FCA regulatory requirements
• Desirable: Track record of building and maintaining client relationships

Responsibilities

• Managing your own client relationships and delivering holistic financial advice
• Conducting comprehensive reviews and creating tailored strategies across pensions, investments, and protection
• Converting warm leads into long-term client relationships
• Working towards agreed performance targets with full support

Skills

Client relationship building

Regulatory understanding FCA

Holistic financial planning

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Premier Jobs UK Ltd is partnering with a fast-growing wealth management firm to recruit a Financial Advisor who will deliver holistic financial planning to a growing UK client base, with focus on London and Leeds.

You will benefit from quality leads, a collaborative support team, a salary with discretionary bonuses, and flexible hybrid working. The role emphasizes building trusted client relationships across pensions, investments and protection in a compliant planning-led environment.