2,251 Financial Professionals 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

• DipFA Level 4 as a minimum with experience post qualification
• Experience of managing a client portfolio with experience of developing new business or fully servicing an existing book
• Ability to deal with a range of clients, providing specialist advice and solutions
• Drivers licence and access to a car would be essential for client visits throughout the week

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

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client

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Our client is an established Financial Services business with offices across Somerset and Devon. They are now looking to add another Financial Advisor to their team due to continued growth.

You will ideally have your own transferable clients to bri.

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They are seeking Financial Advisors who enjoy building long term relationships wi.

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They are seeking Financial Advisors who enjoy building long term relationships wi.