218 Financial Adviser jobs in the United Kingdom

Job Title: Chartered Financial Advisor (Level 6 or Working Towards)
Location: near Bishop's Stortford.
Salary: Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent, hybrid working.

About the Role:
Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base.

Key Responsibilities:

• Provide holistic financial planning and investment advice to individual and corporate clients.
• Build and maintain strong client relationships through regular reviews and proactive communication.
• Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
• Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
• Stay up to date with market trends, regulatory changes, and product developments.
• Maintain accurate records and ensure compliance with FCA regulations and company policies.

Requirements:

• Level 6 Chartered Financial Planner qualification (or actively working towards).
• Minimum Level 4 Diploma in Regulated Financial Planning.
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

The established financial planning arm of a national accountancy practice are looking at succession planning by recruiting an Adviser to join their team. Working with a long tenured Senior Adviser, they will transition their client book to you over an agreed time frame. With clients broadly in the 500k to 5m range, this is an excellent opportunity to work with a prestigious firm on an established client book.

Package

• You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.

The company

• The established financial planning arm of a professional practice.

Role

• Working closely with the Senior Planner to transition the portfolio across to you.
• Attending meetings to discuss how you will work with the clients and providing holistic financial planning.
• Demonstrating a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, SIPP , SSAS and IHT
• Managing portfolios broadly in the 500k to 5m space.
• Understanding the needs of clients who are mainly business and entrepreneurs, but not exclusively so.
• Undertaking corporate advice as required.
• Collaborating with the other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio.

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Experience of working with HNW and UHNW clients
• Developing and maintaining client relationships

Financial Planner. Are you an experienced Financial Planner (Financial Adviser, Financial Advisor) or an Associate Financial Planner /Paraplanner with extensive client facing experience who is ready to transition into leading client relationships?

Do you want to be part of a forward-thinking business that values your input, develops your potential, and gives you a genuine voice in how things are done?

Working at Life Matters , means being an important part of a close knit and collaborative team. With their commitment to constant improvement, they don’t stand still for long, and your contributions and insights are vital.

Their values. Life Matters’ work is guided by their six core values:

• Put clients at the centre of everything we do.
li>Do the right thing , not the easy thing.
• Be curious; pursue growth and learning.
• Collaborate to create brilliant and simple solutions.
• Embrace and drive change .
• Act with passion and care .

If these values resonate with you, you’ll feel right at home.

This is more than a job — it's a chance to join a business where your expertise, your growth, and your wellbeing are taken seriously. You will work with varied and frequently complex, HNW clients delivering an exceptional lifestyle financial planning service that has the power to change peoples’ lives. Over time there is also the opportunity for the successful candidate to take a senior leadership role within the business.

If you’re looking for a supportive environment, challenging work, and the opportunity to make a real impact — we’d love to hear from you.

Salary and Benefits: £60-85,000 basic salary (dependant on experience) + continued professional development and financial support with professional exams +  30 days holiday + bank holidays + a generous pension + free parking. The office is located in Poole, Dorset (BH14) and as the majority of clients attend meetings in the office, the successful candidate will live within a reasonable commuting distance.

The Company: Life Matters is an Independent Lifestyle Financial Planning firm, committed to delivering a life changing financial planning service and rated VouchedFor Top Rated Adviser for the last 4 years. They turn traditional financial advice on its head, making a life changing impact on their clients’ lives, coaching and empowering them to make great decisions and delivering an exceptional, personal client experience. 100% of their clients say that they would recommend them (85% already have) and 100% say that working with Life Matters has helped them achieve their life goals.

Financial Planner (Financial Adviser, Financial Advisor), responsibilities:

• Manage a po tfolio of clients, developing strong relationships and servicing their needs, helping them to make positive decisions about their financial future.
• Manage and conduct Financial Planning Meetings and ad-hoc client meetings, ensuring that advice is achieving best outcomes for clients’ individual needs and circumstances.
< i>Provide all advice within a strict ethical and compliance framework, ensuring that all operations affecting the firm’s clients are carried out in accordance with the regulator. < i>Deliver new client onboarding alongside the Managing Director.
• Work with the team to produce clear, technically accurate, compliant, and concise Financial Plans, Recommendation Reports and Planning Meeting Summaries, within required timescales.
• Ensure all client documents meet legal and regulatory requirements.
• Ensure continuous development of your financial and technical expertise to meet regulatory requirements and your personal goals and objectives, keeping informed about the latest in financial services, markets, products, technical developments, and economic trends.
• Comply with regulatory requirements including Consumer Duty, AML, SPS and CPD.
• Other duties as required to meet the needs of the business.

Financial Planner (Financial Adviser, Financial Advisor), skills and experience:

• An experienced Financial Planner / Financial Adviser OR an Associate Financial Planner, with extensive client facing experience, ready to transition into leading client relationships.
• Experience of all areas of financial planning – cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
< i>Diploma in Financial Planning (Dip PFS, Level 4) as a minimum.
• A strong relationship builder and presenter, with exceptional interpersonal skills, skilled at questioning and listening to uncover client objectives, developing and maintaining trust and inspiring confidence.
• Quality focused, analytical, highly organised with great attention to detail and an excellent compliance record.
• A collaborative team player who is a critical thinker, self-driven, with the ability to apply judgement and experience when making decisions and speaking to clients.
• Embracing of technology and a competent user of MS Office and financial planning / cashflow modelling software.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor) directly on behalf of Life Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

The established financial planning arm of a national accountancy practice are looking at succession planning by recruiting an Adviser to join their team. Working with a long tenured Senior Adviser, they will transition their client book to you over an agreed time frame. With clients broadly in the 500k to 5m range, this is an excellent opportunity to work with a prestigious firm on an established client book.

Package

• You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.

The company

• The established financial planning arm of a professional practice.

Role

• Working closely with the Senior Planner to transition the portfolio across to you.
• Attending meetings to discuss how you will work with the clients and providing holistic financial planning.
• Demonstrating a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, SIPP , SSAS and IHT
• Managing portfolios broadly in the 500k to 5m space.
• Understanding the needs of clients who are mainly business and entrepreneurs, but not exclusively so.
• Undertaking corporate advice as required.
• Collaborating with the other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio.

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Experience of working with HNW and UHNW clients
• Developing and maintaining client relationships

This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank

The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.

In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etc

Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice

To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.

Financial Advisor Requirements

• You should be an experienced Financial Advisor
• You should be Level 4 Diploma qualified (DipFA or DipPFS)
• You should be motivated by providing clients with excellent ongoing service

The Company

This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.

Financial Advisor Benefits

• Salary of circa 60,000 plus bonuses
• Plus car allowance and mileage reimbursement
• Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person in the office

Location

Fareham

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Job Title: Chartered Financial Advisor (Level 6 or Working Towards)
Location: near Bishop's Stortford.
Salary: Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent, hybrid working.

About the Role:
Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base.

Key Responsibilities:

• Provide holistic financial planning and investment advice to individual and corporate clients.
• Build and maintain strong client relationships through regular reviews and proactive communication.
• Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
• Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
• Stay up to date with market trends, regulatory changes, and product developments.
• Maintain accurate records and ensure compliance with FCA regulations and company policies.

Requirements:

• Level 6 Chartered Financial Planner qualification (or actively working towards).
• Minimum Level 4 Diploma in Regulated Financial Planning.
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Financial Planner. Are you an experienced Financial Planner (Financial Adviser, Financial Advisor) or an Associate Financial Planner /Paraplanner with extensive client facing experience who is ready to transition into leading client relationships?

Do you want to be part of a forward-thinking business that values your input, develops your potential, and gives you a genuine voice in how things are done?

Working at Life Matters , means being an important part of a close knit and collaborative team. With their commitment to constant improvement, they don’t stand still for long, and your contributions and insights are vital.

Their values. Life Matters’ work is guided by their six core values:

• Put clients at the centre of everything we do.
li>Do the right thing , not the easy thing.
• Be curious; pursue growth and learning.
• Collaborate to create brilliant and simple solutions.
• Embrace and drive change .
• Act with passion and care .

If these values resonate with you, you’ll feel right at home.

This is more than a job — it's a chance to join a business where your expertise, your growth, and your wellbeing are taken seriously. You will work with varied and frequently complex, HNW clients delivering an exceptional lifestyle financial planning service that has the power to change peoples’ lives. Over time there is also the opportunity for the successful candidate to take a senior leadership role within the business.

If you’re looking for a supportive environment, challenging work, and the opportunity to make a real impact — we’d love to hear from you.

Salary and Benefits: £60-85,000 basic salary (dependant on experience) + continued professional development and financial support with professional exams +  30 days holiday + bank holidays + a generous pension + free parking. The office is located in Poole, Dorset (BH14) and as the majority of clients attend meetings in the office, the successful candidate will live within a reasonable commuting distance.

The Company: Life Matters is an Independent Lifestyle Financial Planning firm, committed to delivering a life changing financial planning service and rated VouchedFor Top Rated Adviser for the last 4 years. They turn traditional financial advice on its head, making a life changing impact on their clients’ lives, coaching and empowering them to make great decisions and delivering an exceptional, personal client experience. 100% of their clients say that they would recommend them (85% already have) and 100% say that working with Life Matters has helped them achieve their life goals.

Financial Planner (Financial Adviser, Financial Advisor), responsibilities:

• Manage a po tfolio of clients, developing strong relationships and servicing their needs, helping them to make positive decisions about their financial future.
• Manage and conduct Financial Planning Meetings and ad-hoc client meetings, ensuring that advice is achieving best outcomes for clients’ individual needs and circumstances.
< i>Provide all advice within a strict ethical and compliance framework, ensuring that all operations affecting the firm’s clients are carried out in accordance with the regulator. < i>Deliver new client onboarding alongside the Managing Director.
• Work with the team to produce clear, technically accurate, compliant, and concise Financial Plans, Recommendation Reports and Planning Meeting Summaries, within required timescales.
• Ensure all client documents meet legal and regulatory requirements.
• Ensure continuous development of your financial and technical expertise to meet regulatory requirements and your personal goals and objectives, keeping informed about the latest in financial services, markets, products, technical developments, and economic trends.
• Comply with regulatory requirements including Consumer Duty, AML, SPS and CPD.
• Other duties as required to meet the needs of the business.

Financial Planner (Financial Adviser, Financial Advisor), skills and experience:

• An experienced Financial Planner / Financial Adviser OR an Associate Financial Planner, with extensive client facing experience, ready to transition into leading client relationships.
• Experience of all areas of financial planning – cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
< i>Diploma in Financial Planning (Dip PFS, Level 4) as a minimum.
• A strong relationship builder and presenter, with exceptional interpersonal skills, skilled at questioning and listening to uncover client objectives, developing and maintaining trust and inspiring confidence.
• Quality focused, analytical, highly organised with great attention to detail and an excellent compliance record.
• A collaborative team player who is a critical thinker, self-driven, with the ability to apply judgement and experience when making decisions and speaking to clients.
• Embracing of technology and a competent user of MS Office and financial planning / cashflow modelling software.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor) directly on behalf of Life Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Financial Planner. Are you an experienced Financial Planner (Financial Adviser, Financial Advisor) or an Associate Financial Planner / Paraplanner with extensive client facing experience who is ready to transition into leading client relationships?

Do you want to be part of a forward-thinking business that values your input, develops your potential, and gives you a genuine voice in how things are .

• £40,000 basic salary (depending on experience)
• Quarterly bonus scheme - hit your quarterly threshold and everything you write above it pays out at 30% uncapped . So one strong quarter could easily mean several thousand extra in your pocket.
• Annual servicing bonus - review 95%+ of your clients across the year and you'll earn an additional 10% of those advice fees.
• Established client bank (Apply online only) clients to start with).
• Full paraplanning & admin support team.
• Flexibility to work from home, with 2 office days per week (Wrexham area).
• Long-term option to transition to self-employed with SJP if you wish.

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Previous experience in client-facing financial advice.
• A strong relationship builder who can service and grow an existing client bank.
• Based along the M56 corridor (Chester, Manchester, Liverpool) and happy to travel to the office up to two times a week.