377 Financial Adviser jobs in the United Kingdom

If you’re a Diploma-qualified Financial Adviser  or IFA with a few years under your belt and you’re ready for the next step in your career, this employed role could be exactly what you’ve been looking for.

About the Role

This award-winning and highly respected Financial Adviser practice based in Warrington is perfectly positioned between Manchester and Liverpool. Known for their supportive team culture, strong client relationships, and long-term career development.

This is a genuine career-building opportunity for a current Financial Adviser. You’ll have the infrastructure and support to focus on what you do best, working with great clients and delivering exceptional advice. With experienced paraplanners, admin support, and a support with client aquasition, you’ll be able to spend your time where it matters most.

You’ll have access to active, existing clients as well as help in attracting new ones. The firm will invest in your development with both in-house and external training, helping you become a leading adviser in your field.

It’s a great fit if you’re ambitious, relationship-driven, and provide a great service to clients while having a clear path for growth.

What You’ll Be Doing

• Building and nurturing client relationships across personal and corporate sectors
• Delivering high-quality, compliant financial advice
• Meeting with existing clients and developing new business opportunities
• Working closely with paraplanners and admin staff to ensure smooth advice delivery
• Keeping up to date with industry changes and developments

Why Join This Practice

• Award-winning Financial Advice practice with an excellent reputation in the market
• Full back-office support so you can focus on clients
• Genuine career progression, potential to achieve Chartered status if not already there
• Friendly, collaborative culture that values both clients and employees equally
• Flexible working arrangements to suit modern life

What We’re Looking For

• Diploma-qualified Financial Adviser (Chartered or working towards Chartered is ideal)
• A couple of years’ experience in a client-facing adviser role
• Strong relationship-building skills and a client-first mindset
• Professional, ethical, and motivated to grow your career
• Within a reasonable commute to Warrington

Salary & Benefits

• Competative basic salary and a very attractive bonus structure
• Full benefits package
• Uncapped bonus potential
• Consideration for a self-employed Financial Adviser role

Interested?

If this sounds like the right next step for you please click Apply!

A fantastic opportunity to join a company based in Woking are looking for a Trainee Financial Adviser to join their close knit team. This position would suit a candidate who is looking to join a busy environment and work within a company where you can learn, grow and really make a difference. If you are passionate, hardworking and want the opportunity to learn within a fantastic trainee position then please apply!

The Trainee Financial Adviser will:

• Provide strong administrative support to the team
• Input information to the database
• Liaise with clients via email and phone dealing with enquiries
• Diary management
• General office support including post distribution and preparation of letters
• Dealing with all external and internal documentation
• Look at policies, processes and procedures within the business
• Manage all administration in respect of the Company's benefit
• Previous administrative experience desirable

The ideal Administrator will:

• Be competent in using Outlook, Word, Excel and Powerpoint
• Maintain strong communication skills
• Have the ability to multi task and meet deadlines
• Have excellent organisational skills and team player

Driver with own car, this is essential

In return our client offers a fun and rewarding environment and the chance to progress in time within the business. Please contact us for more information if you are ready to join a company that will allow you to develop your skills.

My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products.

We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working.

We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level.

A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.

My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.

My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.

Due to this we now have a need to employ a Financial Adviser who will gradually take over around (Apply online only) clients from the principal fee earner of the business over the next year.The majority of the clients are coming from the Group Pension Schemes the company Advises you would need to have strong Pensions and Investments knowledge including income drawdown strategies.

We would be seeking a qualified (Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma etc) Financial Adviser with around 2-5 years experience working in an Independent Financial Advice role.The starting salary for the role will be c40k, with Pension (after 3 months), 4 x DIS (after 6 months), PMI (after 6 months),20% New Business Bonus (with no threshold) & 45 / month travel expenses. You must have excellent communication skills both written and verbally.

The successful applicant will be a beneficiary of the Trust and have the opportunity to benefit from potential profit share and also any event on the future sale of the business.

Employed Financial Adviser

My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.

Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the firm in generating profitable business from existing HNW client banks.  The role could be based in the Harrogate offices, or elsewhere.  You will be responsible for managing a HNW book of clients and responsible for developing new business.

Specific duties will include:

• Meet potential new clients to ascertain their current and future financial planning needs
• Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
• Introduce clients to the wider support team of the business
• Maintain the existing HNW client book and retaining excising clients
• Building and maintaining a strong network of professional connections
• Identify and make suggestions to the Investment propositions and make recommendations
• Identifying new business opportuinioties and following up leads

The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space, either way you'll have a minimum of 3-4+ years working within the arena. You will ideally have a client base, which you'll be able to bring across to the firm (discusions can be had with regrds to your current client bank).

You will have a Diploma in Regulated Financial Planning at the minimum, a desire to become Chartered would be an advantage. You will be educated to at least A level standard, with good grades.

A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications. The role would suit an Adviser whom is seeking to transition across from self-employed to an employed position.

Our client is a long standing and well-respected provider of financial planning, with offices Devon and Suffolk. Due the pending retirement of an existing adviser, they are currently recruiting an of Independent Financial Advisers to look after and service and existing bank of clients in the Ipswich area.

Experience & Skills:
The successful candidate needs to be motivated, friendly and professional at all times, and provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames.

Key requirements are:

• Experience as a Financial Adviser or relevant experience
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Qualified to Level 4 Diploma in Financial Planning as a minimum
• Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
• Excellent communication skills and the ability to ask appropriate questions of clients
• Good analysis skills, money management skills and planning skills
• Should be enthusiastic and willing to assist clients
• Ability to manage own workload.
• Flexibility/ adaptability to cope with change
• Full driving licence and own car essential

Critical knowledge required

• Knowledge of FCA rules relating to the financial advice process.
• Working knowledge of Compliance
• Knowledge of the current market place

About NOVA:

NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.

At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.

About the role:

At NOVA, we like to do things differently. We’ve gotten rid of lengthy, paper based suitability reports and use technology to deliver full holistic advice in an entirely digital way. 

We’re currently recruiting for forward thinking Partners (Financial Advisers), who are frustrated with the status quo and want better outcomes for their customers. We want our Partners focussed on spending time with their clients and not spending time with admin or writing reports.

This is an exciting opportunity for a self-starter with the ambition to move away from traditional wealth management firms and cultivate their own client base. You will play a critical role in our future growth, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.

What you’ll be doing:

• Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients.
• Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
• Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.

Requirements

• Client centric. We put our customers at the centre of everything we do, so the ability to build strong client relationships, have a high attention to detail, and make things more straightforward for our customers is very important.
• Entrepreneurial mindset. We’re a fast growing startup looking to change an industry, where innovative thinking and a determination to succeed is key. The idea of building a book of new clients should be exciting to you.
• Comfortable with technology. We use a lot of tech to support our customer journeys and are always trying to innovate in this area, so having an open mind for learning new ways of doing things is a must.
• Team-player. Our teams work in a very close-knit way and as a startup we’re always looking to innovate, so our teams need to be open to trying new ways of doing things and give feedback in a helpful and constructive way. 
• Integrity. We deal with highly confidential and personal data every day for our clients, so our people need to have the highest standards of personal integrity.
• Qualified. You must be qualified to give regulated financial advice in the UK (i.e. a minimum of level 4 diploma in financial advice with a recognised professional body such as CII, CISI, etc), with a strong preference for those who are Chartered / willing to work towards Chartered status. You’ll also have ~2+ years of experience providing financial advice to clients. 

You’ll feel right at home if you’re…

• Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
• Straightforward: life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.
• Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself

Benefits

• Join a firm with genuine purpose and impact on our customers, along with a strong moral code
• Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
• Potential to get equity in the company in the future
• Access to Wellness / mental health support (Headspace App + mental health support through private medical)
• Budget for additional learning / cost of exams
• Electric vehicle leasing through salary sacrifice / cycle to work scheme
• Flexible working hours and hybrid remote working (typically 2-3 days a week working in the  office (20 Farringdon Street))
• Exceptionally open and diverse, multinational team
• Entrepreneurial, creative environment

Story of Redwood

• Nick Tasquier started his career in financial services in 1991 with Pearl Assurance. As his career progressed and the needs of his client changed he saw the need to offer a broader level of advice and set up his first partnership.
• Redwood Financial Services was set up in 2013 by Nick. Dan joined the business soon after managing our new and existing mortgage clients. Redwood now has 3 financial advisers and 2 mortgage advisers servicing our current and new clients. They are supported by 2 technical paraplanners and 3 support staff.
• Redwood continues to put clients at the forefront of our business, guiding them through every step of the way making process easy and transparent.
• We provide modern advice techniques with old fashion customer service.
• As we understand clients time is precious we can offer online video meetings. Also, face to face and meetings at our offices in Foundry Court, Horsham

Requirements

• All leads are professionally introduced through a robust lead generation process
• Attractive remuneration terms
• Full paraplanning and admin support
• Market focused training provided
• Business and personal development
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.
• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships

The Role:

• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Proven experience as a financial planner
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Diploma in Financial Services
• Happy to learn from the senior advisers

Varied client base

• First financial steps
  • First time buyers
  • Ensuring you have the right life insurance
  • Taking out pension for the first time
  • Creating a financial plan
  • Wealth creation (middle adulthood)
• • Someone who has been employee a few times and has 3-4 pension to consolidate
  • Taking Tax free cash
  • Re-mortgaging / buying a second property/ paying off debts / making sure protection plan is still suitable
  • making the most of a lump sum of money such as a redundancy payment or an inheritance.
• Wealth Management (retired clients)
  • Making sure clients investments continue to grow – asset protection
  • IHT planning / estate plan
  • Equity release
  • Tax planning
  • Long term care

Benefits

Salary + bonus + benefits

Support with further qualifications

Mentoring and guidance

Huge growth potential.

The role includes company car, mobile, laptop and pension

DJW provide bespoke financial planning for successful people and their families by blending high quality investment strategies with intelligent and effective tax planning.

Our clients want to focus on their careers whilst putting plans in place for a financially secure life after work:

Planning and reassurance: DJW’s role is to advise and reassure you on the best way to utilise what you have already (your existing provisions) to achieve your short and long term objectives – we are not here to sell financial products. Just like any good plan, we analyse where you are now, where you ideally want to be and how best you can get there from your current situation

Personal advice: We have built our business by listening to what our clients tell us they want and value, and their day to day pressures and challenges. We will make sure your solutions are in the right name, ownership and tax shelters such that you do not lose money unnecessarily to the tax man – in an ethical and legal way. Should we need to research the market for you, we already have a rigorously tested range tailored for our client bank, as well as being able to access the whole of the market where required

Security: We are backed by the Quilter group, a FTSE listed company that manages 118.4 billion of investments on behalf of over 900,000 customers and who’s name date back to 1771. They stand behind and back the advice that DJW gives

Requirements

• Provide Financial Planning support to clients
• Provide full holistic financial advice to a varied range of clients
• Support investment professionals to cultivate client relationships

Skills

• Understanding complex information - Analysing financial data
• Team building - Collaboration
• Consistency - Proficiency
• Professionalism - Adaptability
• Research and analysis - Client confidentiality
• Listening and communication - Record keeping
• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Qualifications:

• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Benefits

• Full Administration Service
• Full Paraplanning Support
• Development support to acheive Chartered status