98 Financial Advisor jobs in the United Kingdom

Financial Advisor

Greater London, London Quilter Financial Planning

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Job Description

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!


This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.


As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.


The Benefits:

  • 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.


The Role:

  • 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
  • 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


Qualifications:

  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

LHH

Posted 1 day ago

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Job Description

Employed Financial Adviser (Clients Provided)


Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager


Role Overview


Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships.

Key Responsibilities


  • Provide holistic financial advice to HNW individuals, families, and institutions.
  • Manage, nurture, and grow existing client relationships.
  • Develop financial plans covering pensions, investments, estate planning, taxation, and risk management.
  • Expand your client base through referrals, networking, and quality in-house leads.
  • Partner with internal teams to streamline client service delivery.
  • Stay current with market trends, regulatory changes, and industry best practices.


Required Qualifications & Experience


  • Minimum 3 years' experience in financial advisory or wealth planning.
  • Level 4 Diploma in Regulated Financial Planning - Required .
  • Chartered Financial Planner status (Level 6) - Preferred .
  • Demonstrated success in working with HNW clients.
  • Strong communication skills and a client-centric approach.


What We Offer


  • Pre-assigned portfolio of HNW clients.
  • Competitive salary with uncapped earning potential.
  • Full paraplanning, admin, and marketing support.
  • Career development through mentoring and ongoing training.
  • Hybrid working structure with flexibility and autonomy.


Benefits


  • 24 days annual leave (plus your birthday off), increasing with tenure.
  • NHS Medicash Health Plan.
  • Life Assurance & Income Protection.
  • Regular team socials and networking events.
  • Supportive, collaborative culture within an agile firm.
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

London, London LHH

Posted 1 day ago

Job Viewed

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Job Description

Employed Financial Adviser (Clients Provided)


Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager


Role Overview


Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships.

Key Responsibilities


  • Provide holistic financial advice to HNW individuals, families, and institutions.
  • Manage, nurture, and grow existing client relationships.
  • Develop financial plans covering pensions, investments, estate planning, taxation, and risk management.
  • Expand your client base through referrals, networking, and quality in-house leads.
  • Partner with internal teams to streamline client service delivery.
  • Stay current with market trends, regulatory changes, and industry best practices.


Required Qualifications & Experience


  • Minimum 3 years' experience in financial advisory or wealth planning.
  • Level 4 Diploma in Regulated Financial Planning - Required .
  • Chartered Financial Planner status (Level 6) - Preferred .
  • Demonstrated success in working with HNW clients.
  • Strong communication skills and a client-centric approach.


What We Offer


  • Pre-assigned portfolio of HNW clients.
  • Competitive salary with uncapped earning potential.
  • Full paraplanning, admin, and marketing support.
  • Career development through mentoring and ongoing training.
  • Hybrid working structure with flexibility and autonomy.


Benefits


  • 24 days annual leave (plus your birthday off), increasing with tenure.
  • NHS Medicash Health Plan.
  • Life Assurance & Income Protection.
  • Regular team socials and networking events.
  • Supportive, collaborative culture within an agile firm.
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Newry, Northern Ireland Signatus

Posted 1 day ago

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Job Description

Financial Advisor

c£50,000 base salary + KPI Bonus + % New Business Incentive

Newry/Belfast (Hybrid)


About your new Role

Signatus are working exclusively with a well-established and respected financial planning firm in Newry to recruit (Ideally) a Chartered or Certified Financial Advisor (CAS 3+ years) , or an ambitious Diploma -qualified professional keen to move into a growing independent financial consultancy.


Given our clients strong brand within the advisory services, this role offers a unique opportunity for progression and lucrative earning potential for anyone who wants to succeed in this industry.

There is an existing client book for you which is fully supported by experienced paraplanning personnel, allowing you to focus on building and maintaining quality client relationships and be successful in this role.


You’ll manage an established client

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Cirencester, South West IDEX Consulting Ltd

Posted 1 day ago

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Job Description

Financial Adviser- £65,000 DOE + Bonus – Cirencester/ Hybrid


I'm currently representing a boutique independent financial advice firm called RT Financial Planning that’s looking to welcome an experienced IFA into their growing team in Cirencester.


This is a unique opportunity where you’ll be working closely with the Director on a structured client handover over the next 3 years – a fantastic opportunity to build strong relationships and step into an established client base.


With a client

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Plymouth, South West IDEX Consulting Ltd

Posted 1 day ago

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Job Description

Financial Planner | Plymouth / Hybrid | £80,000 basic salary + Bonus


I'm representing a leading independent financial planning and investment management group who are looking for an experienced Financial Planner to join their team in Plymouth.


With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice.

You’ll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.


The Role

This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors.


This position comes with an existing client

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Hertfordshire, Eastern Tate Recruitment

Posted 1 day ago

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Job Description

Job Title: Chartered Financial Advisor (Level 6 or Working Towards)


Location: Hertfordshire

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.

What our clint offers:

  • Competitive salary and performance-based bonus.
  • Flexible working arrangements.
  • Support for further qualifications and career progression.
  • Access to cutting-edge financial planning tools and resources.
  • Inclusive and collaborative company culture.
This advertiser has chosen not to accept applicants from your region.
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Financial Advisor

Exeter, South West IDEX Consulting Ltd

Posted 1 day ago

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Job Description

Financial Adviser | Exeter or Bournemouth | Hybrid | £90,000 + Bonus


Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm, is seeking a driven and client-focused Financial Adviser to join their growing Exeter or Bournemouth team.


This firm is built on trust, collaboration, and expert advice. With a people-first culture, they’ve become a go-to name in the industry- offering the perfect platform for ambitious planners who want to grow, lead, and make real impact.


What you’ll be doing:

  • Leading from the front - building new client relationships through proactive business development
  • Partnering with Investment Managers to deliver a seamless client experience
  • Playing a key role in commercial strategy and business growth
  • Delivering high-quality, holistic financial advice to HNW clients
  • Supporting and mentoring within the wider team


What we’re looking for:

  • Proven success in fee-based financial planning
  • Strong business development track record
  • Level 4 qualified (Level 6 preferred)
  • Clear communicator with first-class relationship management skills
  • Experience with vulnerable, matrimonial or PI clients? That’s a bonus!


What’s on offer:

  • Competitive salary + bonus
  • Hybrid/Flexi working
  • Funded qualifications
  • Generous holiday package
  • A real opportunity to step into a leadership role and shape the future of financial planning in the region


For the right candidate, the firm are open to being flexible on the basic salary. If you're ready to make your mark with a forward-thinking firm where people and advice come first, get in touch today to find out more.


If this role sounds like it could be for you, and you would like some more information please send your CV to


Financial Adviser | Exeter or Bournemouth | Hybrid | £90,000 + Bonus

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Manchester, North West Quilter Financial Planning

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

** Applicants must hold Level 4 Diploma in UK Financial Advice **


If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!


This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.


As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on an Employed basis with one of our Strategic Partner firms.


The Benefits:

  • 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.


The Role:

  • 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
  • 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



Qualifications:


  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Quilter Financial Planning

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***


If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!


This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.


As a leading financial services business, Quilter Financial Planning are offering an excellent opportunities for Financial Advisors. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.


The Benefits:

  • 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.


The Role:

  • 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
  • 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



Qualifications:


  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger
This advertiser has chosen not to accept applicants from your region.
 

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