152 Financial Advisor jobs in the United Kingdom

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

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.

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 bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements:

• Minimum Diploma-qualified / Chartered desired.
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate.

Perks :

• Up to 25 days annual leave + office closed over Christmas
• Discretionary bonus
• Free onsite parking
• Study support to become Chartered (if desired)

The successful candidate will need to be local to Cirencester and be Level 4 Diploma qualified.

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

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

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 bank of £0–40 million AUM, which will be made up of 80–100 households, averaging £250 00k per client. The bonus structure is based has no validation threshold. Eg an adviser generating 0k in new business fees would earn an 1k bonus, while someone writing 00k would earn 2k - there is no cap on earnings.

Requirements

• Level 4 qualification (DipPFS, DipFA, or CISI Level 4) – essential
• Chartered status (or working towards) preferred
• Minimum 3–5 years’ experience delivering investment and pension advice
• Experience with Intelligent Office (IO) is an advantage
• Highly organised, IT literate, and capable of managing workload independently
• Strong communication skills and business development capabilities
• Self-driven with an entrepreneurial mindset

Benefits

• 25 days holiday (plus 1 day per year of service, up to 30) + Bank Holidays
• Private Medical Insurance (single cover; extendable at own cost)
• Income Protection (75% of salary after 3 months)
• Death in Service (4x salary)
• 4% matched pension contribution
• Career progression and flexible working options

This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.

Apply now -

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

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

Financial Advisor – Repatriation Team - (Bristol & London)

£80,000 DOE + Bonus

Hybrid /Flexi working (Approx 1 day/fortnight in office)

A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team. This team supports high-net-worth individuals returning to the UK, offering tailored advice across offshore bonds, QROPs, QNUPS, and other international pension products.

You'll step into a leadership role within a small, collaborative team that includes paraplanning and dedicated client support. There’s a clear progression pathway and the chance to influence the future direction of the team.

What’s on offer:

• £80,000 base salary

• Attractive bonus scheme

• Strong benefits package including 27 days annual leave, private medical insurance, 7.5% employer pension contribution, flexible/remote working.

• High-quality client referrals from a sister firm based overseas

Requirements:

• Level 4 qualified (minimum)

• Proven experience advising expat or international clients

• Confident handling complex offshore financial products

• Natural leader with mentoring abilities

• An existing client base is a bonus, but not essential

If this role sounds like it could be for you, and you would like some more information please reach out to

Financial Advisor

Home-Based | Award-Winning National Firm

Nationwide Opportunity

£70,000 basic DOE + Bonus

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.

You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms!

Benefits:

• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation
• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution
• DIS

The ideal candidate for this role will have a minimum of 3 years’ experience as a financial adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases.

This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package.

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