165 Financial Advisor jobs in the United Kingdom

This is a fantastic chance to advance your career whilst making a meaningful impact on clients' financial futures.

Our client is a well-established Chartered Financial Planning firm with a rich heritage. Led by two experienced Chartered Financial Planners, the company has built an outstanding reputation for delivering clear, professional financial advice tailored to each client's unique needs and circumstances. With offices strategically located across the Southwest, they serve a diverse and loyal client base through a holistic approach to financial planning.

This is an outstanding opportunity for an ambitious Financial Advisor to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the North Devon and Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value.

You will inherit a healthy and very warm client bank with Assets Under Management of at least £30 million, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through dedicated administration and paraplanning teams, allowing you to focus on what you do best - building relationships and growing the business.

• Manage and develop relationships with an existing portfolio of high-value clients
li>Conduct comprehensive financial planning reviews and provide strategic advice on investments, pensions, and protection
• Deliver face-to-face meetings both at the office and in clients' homes across the Taunton and North Devon area
• Identify opportunities within the existing client bank to expand and enhance service provision
• Generate new business through referrals and professional networking activities
• Prepare detailed financial planning reports and recommendations
• Work collaboratively with the paraplanning and administrative teams to deliver exceptional client service
• Stay current with market developments, regulatory changes, and industry best practices

• You will be a Chartered Financial Planner or have a willingness to train
• Proven track record in financial services with demonstrable business development success
• Strong relationship-building skills with the ability to establish trust and rapport quickly
• Excellent communication skills, both written and verbal
• Experience managing high-net-worth client relationships
• Sound knowledge of investment products, pension planning, and protection solutions
• Understanding of regulatory requirements and compliance procedures
• Full UK driving licence and willingness to travel to client homes
• Professional approach with high attention to detail
• Ability to work independently whilst contributing to team objectives

• Competitive salary between £0,000 - 0,000 (dependent on experience and qualifications)
li>Performance-related bonus scheme
• Company pension scheme
• 25 days annual leave plus office closure during Christmas period
• Private Medical Insurance
• Full-time permanent position with excellent career progression opportunities
• Professional development funding towards Chartered status
• Modern office facilities with flexible working arrangements

The ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships. You will have a proven track record of managing substantial client portfolios and generating new business through exceptional service delivery and professional networking.

You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers:

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Jo (Mrs H) at Avocet Commercial Careers is delighted to present this outstanding opportunity for a Financial Advisor to join a highly respected financial planning firm in Cardiff.

This is an exceptional chance to advance your career within a dynamic organisation that values professional excellence whilst making a meaningful difference to clients' financial futures.

About the Client

Our client is a leading financial planning firm with a strong reputation for delivering high-quality, compliant, and client-focused advice to support their clients' financial growth and stability.

With a focus on both business growth and client satisfaction, the firm provides excellent support through their paraplanning and client service administration teams, allowing Financial Advisors to concentrate on delivering exceptional advice and building lasting client relationships.

About the Role

This is an outstanding opportunity for an experienced Financial Advisor to join a thriving practice and take responsibility for a substantial client portfolio of approximately 300 clients. You will play a key role in the firm's growth strategy with a focus on new asset generation and revenue whilst maintaining the highest standards of client service.

Financial Advisor Responsibilities

• Manage a client portfolio of approximately 300 clients, providing holistic financial planning consultations
li>Conduct regular client reviews in accordance with the firm's review schedule and suitability process
• Ensure clients receive appropriate standards of service and communication at all times
• Manage client investment portfolios to ensure continued stability and growth of wealth funds
• Recommend pension plans and retirement schemes on an individual basis as appropriate
• Assist clients with debt consolidation and financial solvency strategies
• Analyse client finances and provide comprehensive financial forecasts for the future
• Keep informed on current market trends and predictions to provide up-to-date advice
• Develop relationships to retain existing clients and grow the client base through lead generation
• Ensure all activities comply with UK financial laws and regulations

Financial Advisor Requirements

• Degree level education or similar professional qualification
• Ideally Chartered status (or progressing towards) with demonstrated practical application of technical knowledge
• Current Statement of Professional Standing (SPS) and up-to-date CPD
• Strong awareness of regulatory regime and application to advisory firms
• Familiarity with the CFP six-step financial planning process
• Excellent interpersonal skills with ability to build trust with confident private clients
• Ability to analyse and interpret quantitative and qualitative data effectively
• Strong presentation skills for delivering solutions to clients and technical subjects to professionals
• Tactful, trustworthy, diplomatic with ability to maintain confidentiality
• Proficiency in financial planning software and technology
• Comfortable working independently, setting personal goals and managing conflicting deadlines

Benefits

• Competitive salary £50,000 - £60,000 dependent on experience
< i>Performance-related bonuses
• 28 days annual leave plus bank holidays with additional holiday entitlement after 3 and 5 years of service
• Excellent pension scheme
• Comprehensive flexible benefits package
• Professional development support including funding towards Chartered status
• Comprehensive paraplanning and administrative support

The Ideal Candidate

The ideal candidate will be an experienced Financial Advisor with a proven track record of managing substantial client portfolios and delivering exceptional client outcomes. You will have strong technical knowledge combined with excellent relationship-building skills and the ability to work effectively with high-net-worth individuals.

You should be someone who thrives on helping clients achieve their financial goals whilst building a successful career within a supportive and professional environment. The successful candidate will be committed to maintaining the highest professional standards, staying current with regulatory requirements, and continuously developing their technical expertise to benefit both clients and the firm.

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers.

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Financial Advisor to join a prestigious Chartered Financial Planning firm in the North Devon/Somerset area.

This is a fantastic chance to advance your career whilst making a meaningful impact on clients' financial futures.

About the Client

Our client is a well-established Chartered Financial Planning firm with a rich heritage. Led by two experienced Chartered Financial Planners, the company has built an outstanding reputation for delivering clear, professional financial advice tailored to each client's unique needs and circumstances. With offices strategically located across the Southwest, they serve a diverse and loyal client base through a holistic approach to financial planning.

About the Role

This is an outstanding opportunity for an ambitious Financial Advisor to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the North Devon and Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value.

You will inherit a healthy and very warm client bank with Assets Under Management of at least £30 million, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through dedicated administration and paraplanning teams, allowing you to focus on what you do best - building relationships and growing the business.

Financial Advisor Responsibilities

• Manage and develop relationships with an existing portfolio of high-value clients
li>Conduct comprehensive financial planning reviews and provide strategic advice on investments, pensions, and protection
• Deliver face-to-face meetings both at the office and in clients' homes across the Taunton and North Devon area
• Identify opportunities within the existing client bank to expand and enhance service provision
• Generate new business through referrals and professional networking activities
• Prepare detailed financial planning reports and recommendations
• Work collaboratively with the paraplanning and administrative teams to deliver exceptional client service
• Stay current with market developments, regulatory changes, and industry best practices

Financial Advisor Requirements

• You will be a Chartered Financial Planner or have a willingness to train
• Proven track record in financial services with demonstrable business development success
• Strong relationship-building skills with the ability to establish trust and rapport quickly
• Excellent communication skills, both written and verbal
• Experience managing high-net-worth client relationships
• Sound knowledge of investment products, pension planning, and protection solutions
• Understanding of regulatory requirements and compliance procedures
• Full UK driving licence and willingness to travel to client homes
• Professional approach with high attention to detail
• Ability to work independently whilst contributing to team objectives

Benefits

• Competitive salary between £0,000 - 0,000 (dependent on experience and qualifications)
li>Performance-related bonus scheme
• Company pension scheme
• 25 days annual leave plus office closure during Christmas period
• Private Medical Insurance
• Full-time permanent position with excellent career progression opportunities
• Professional development funding towards Chartered status
• Modern office facilities with flexible working arrangements

The Ideal Candidate

The ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships. You will have a proven track record of managing substantial client portfolios and generating new business through exceptional service delivery and professional networking.

You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.

Ready to take the next step in your financial planning career?

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers.

A leading regional financial planning firm are looking for an additional Adviser to join their team in Carlisle to cover Cumbria. With an established Planning team and one to one in the paraplanning function you will work on a portfolio from a retiring Adviser. Clients can be from accumulation phase through to post retirement with no defined lower or upper limit. You will receive a portfolio of c. 40m AUM with clients broadly in the 300k to 3m space.

Package

• You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.

The company

• Leading regional IFA firm in Carlisle.

The Role

• Portfolio reviews with existing clients.
• Working with partners in the professional practice to identify additional opportunities.
• Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.
• Maintaining up to date and compliant client files in conjunction with the technical team.
• Keeping up to date CPD
• Actively seeking out new client opportunities as required

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Ability to manage and maximise portfolios, in line with TCF and FCA requirements
• Knowledge of general planning and also ideally VCT, EIS and IHT matter.

Next steps

• Apply with a CV to below email for confidential discussion and review of opportunity and process

This is a fantastic chance to advance your career whilst making a meaningful impact on clients' financial futures.

Our client is a well-established Chartered Financial Planning firm with a rich heritage. Led by two experienced Chartered Financial Planners, the company has built an outstanding reputation for delivering clear, professional financial advice tailored to each client's unique needs and circumstances. With offices strategically located across the Southwest, they serve a diverse and loyal client base through a holistic approach to financial planning.

This is an outstanding opportunity for an ambitious Financial Advisor to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the North Devon and Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value.

You will inherit a healthy and very warm client bank with Assets Under Management of at least £30 million, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through dedicated administration and paraplanning teams, allowing you to focus on what you do best - building relationships and growing the business.

• Manage and develop relationships with an existing portfolio of high-value clients
li>Conduct comprehensive financial planning reviews and provide strategic advice on investments, pensions, and protection
• Deliver face-to-face meetings both at the office and in clients' homes across the Taunton and North Devon area
• Identify opportunities within the existing client bank to expand and enhance service provision
• Generate new business through referrals and professional networking activities
• Prepare detailed financial planning reports and recommendations
• Work collaboratively with the paraplanning and administrative teams to deliver exceptional client service
• Stay current with market developments, regulatory changes, and industry best practices

• You will be a Chartered Financial Planner or have a willingness to train
• Proven track record in financial services with demonstrable business development success
• Strong relationship-building skills with the ability to establish trust and rapport quickly
• Excellent communication skills, both written and verbal
• Experience managing high-net-worth client relationships
• Sound knowledge of investment products, pension planning, and protection solutions
• Understanding of regulatory requirements and compliance procedures
• Full UK driving licence and willingness to travel to client homes
• Professional approach with high attention to detail
• Ability to work independently whilst contributing to team objectives

• Competitive salary between £0,000 - 0,000 (dependent on experience and qualifications)
li>Performance-related bonus scheme
• Company pension scheme
• 25 days annual leave plus office closure during Christmas period
• Private Medical Insurance
• Full-time permanent position with excellent career progression opportunities
• Professional development funding towards Chartered status
• Modern office facilities with flexible working arrangements

The ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships. You will have a proven track record of managing substantial client portfolios and generating new business through exceptional service delivery and professional networking.

You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers:

&#(phone number removed); (phone number removed)
&#(phone number removed); (url removed)

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this outstanding opportunity for a Financial Advisor to join a highly respected financial planning firm in Cardiff.

This is an exceptional chance to advance your career within a dynamic organisation that values professional excellence whilst making a meaningful difference to clients' financial futures.

About the Client

Our client is a leading financial planning firm with a strong reputation for delivering high-quality, compliant, and client-focused advice to support their clients' financial growth and stability.

With a focus on both business growth and client satisfaction, the firm provides excellent support through their paraplanning and client service administration teams, allowing Financial Advisors to concentrate on delivering exceptional advice and building lasting client relationships.

About the Role

This is an outstanding opportunity for an experienced Financial Advisor to join a thriving practice and take responsibility for a substantial client portfolio of approximately 300 clients. You will play a key role in the firm's growth strategy with a focus on new asset generation and revenue whilst maintaining the highest standards of client service.

Financial Advisor Responsibilities

• Manage a client portfolio of approximately 300 clients, providing holistic financial planning consultations
li>Conduct regular client reviews in accordance with the firm's review schedule and suitability process
• Ensure clients receive appropriate standards of service and communication at all times
• Manage client investment portfolios to ensure continued stability and growth of wealth funds
• Recommend pension plans and retirement schemes on an individual basis as appropriate
• Assist clients with debt consolidation and financial solvency strategies
• Analyse client finances and provide comprehensive financial forecasts for the future
• Keep informed on current market trends and predictions to provide up-to-date advice
• Develop relationships to retain existing clients and grow the client base through lead generation
• Ensure all activities comply with UK financial laws and regulations

Financial Advisor Requirements

• Degree level education or similar professional qualification
• Ideally Chartered status (or progressing towards) with demonstrated practical application of technical knowledge
• Current Statement of Professional Standing (SPS) and up-to-date CPD
• Strong awareness of regulatory regime and application to advisory firms
• Familiarity with the CFP six-step financial planning process
• Excellent interpersonal skills with ability to build trust with confident private clients
• Ability to analyse and interpret quantitative and qualitative data effectively
• Strong presentation skills for delivering solutions to clients and technical subjects to professionals
• Tactful, trustworthy, diplomatic with ability to maintain confidentiality
• Proficiency in financial planning software and technology
• Comfortable working independently, setting personal goals and managing conflicting deadlines

Benefits

• Competitive salary £50,000 - £60,000 dependent on experience
< i>Performance-related bonuses
• 28 days annual leave plus bank holidays with additional holiday entitlement after 3 and 5 years of service
• Excellent pension scheme
• Comprehensive flexible benefits package
• Professional development support including funding towards Chartered status
• Comprehensive paraplanning and administrative support

The Ideal Candidate

The ideal candidate will be an experienced Financial Advisor with a proven track record of managing substantial client portfolios and delivering exceptional client outcomes. You will have strong technical knowledge combined with excellent relationship-building skills and the ability to work effectively with high-net-worth individuals.

You should be someone who thrives on helping clients achieve their financial goals whilst building a successful career within a supportive and professional environment. The successful candidate will be committed to maintaining the highest professional standards, staying current with regulatory requirements, and continuously developing their technical expertise to benefit both clients and the firm.

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers.

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Financial Advisor to join a prestigious Chartered Financial Planning firm in the North Devon/Somerset area.

This is a fantastic chance to advance your career whilst making a meaningful impact on clients' financial futures.

About the Client

Our client is a well-established Chartered Financial Planning firm with a rich heritage. Led by two experienced Chartered Financial Planners, the company has built an outstanding reputation for delivering clear, professional financial advice tailored to each client's unique needs and circumstances. With offices strategically located across the Southwest, they serve a diverse and loyal client base through a holistic approach to financial planning.

About the Role

This is an outstanding opportunity for an ambitious Financial Advisor to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the North Devon and Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value.

You will inherit a healthy and very warm client bank with Assets Under Management of at least £30 million, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through dedicated administration and paraplanning teams, allowing you to focus on what you do best - building relationships and growing the business.

Financial Advisor Responsibilities

• Manage and develop relationships with an existing portfolio of high-value clients
li>Conduct comprehensive financial planning reviews and provide strategic advice on investments, pensions, and protection
• Deliver face-to-face meetings both at the office and in clients' homes across the Taunton and North Devon area
• Identify opportunities within the existing client bank to expand and enhance service provision
• Generate new business through referrals and professional networking activities
• Prepare detailed financial planning reports and recommendations
• Work collaboratively with the paraplanning and administrative teams to deliver exceptional client service
• Stay current with market developments, regulatory changes, and industry best practices

Financial Advisor Requirements

• You will be a Chartered Financial Planner or have a willingness to train
• Proven track record in financial services with demonstrable business development success
• Strong relationship-building skills with the ability to establish trust and rapport quickly
• Excellent communication skills, both written and verbal
• Experience managing high-net-worth client relationships
• Sound knowledge of investment products, pension planning, and protection solutions
• Understanding of regulatory requirements and compliance procedures
• Full UK driving licence and willingness to travel to client homes
• Professional approach with high attention to detail
• Ability to work independently whilst contributing to team objectives

Benefits

• Competitive salary between £0,000 - 0,000 (dependent on experience and qualifications)
li>Performance-related bonus scheme
• Company pension scheme
• 25 days annual leave plus office closure during Christmas period
• Private Medical Insurance
• Full-time permanent position with excellent career progression opportunities
• Professional development funding towards Chartered status
• Modern office facilities with flexible working arrangements

The Ideal Candidate

The ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships. You will have a proven track record of managing substantial client portfolios and generating new business through exceptional service delivery and professional networking.

You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.

Ready to take the next step in your financial planning career?

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers.

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm.

You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely
Apply (by clicking the relevant button) after checking through all the related job information below.
Please click on the apply button to read the full job description

Our client is seeking an experienced Financial Advisor in Preston to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.

They are seeking Financial Advisors who enjoy building long term relationships wi
Apply (by clicking the relevant button) after checking through all the related job information below.
Please click on the apply button to read the full job description