3,368 Financial Professionals jobs in the United Kingdom

Job Title: Financial Advisor

Location: Kendal

Salary: Up to 60,000 + OTE over 100K & Benefits

Hours: Monday to Friday, 9:00 am to 6:00 pm

About the position of Financial Advisor:

We are seeking an ambitious and experienced Financial Adviser to join our client, a well-established and successful financial services firm. This is a unique opportunity to inherit an existing bank of loyal clients, giving you an immediate platform to build trusted relationships while developing new opportunities.

Reporting to the Director of Financial Services, you will provide specialist advice, conduct in-depth financial reviews, and design tailored strategies to help clients achieve their long-term goals. With a Level 4 Diploma qualification, expertise in investments and pensions, and a proven compliance record, you'll have the chance to make a real impact while enjoying excellent earning potential and long-term career growth. Full admin support is provided!

Responsibilities for the role of Financial Advisor:

• Inherit and manage an established bank of loyal clients, while also developing new opportunities.
• Conduct in-depth reviews of clients' financial circumstances, current provision, and future goals, providing tailored advice and clear recommendations.
• Analyse information and complete risk assessments to design financial strategies that meet individual client needs.
• Leverage dedicated administrative support to ensure smooth client service and allow you to focus on advice, strategy, and relationship-building.
• Research the marketplace to identify and recommend the most suitable investment, pension, and wealth management products.
• Maintain strong, long-term client relationships by responding to changing financial circumstances and proactively keeping clients informed of opportunities or legislative changes.
• Negotiate with product providers to secure competitive terms and deliver the best possible outcomes for clients.
• Produce professional financial reports and achieve sales targets while operating to the highest ethical and regulatory standards (FCA compliance).

Experience required for the role of Financial Advisor:

• Level 4 Diploma Qualified in Financial Planning
• Good knowledge around investments and pensions
• Excellent communication, interpersonal, and listening skills with the ability to explain complex information clearly.
• Strong networking, relationship-building, negotiation, and influencing abilities.
• Analytical thinking, research skills, and sound decision-making.
• Target-driven, self-motivated, and highly organised with effective time management.
• Team player with a flexible approach to work and high levels of customer service.
• Numeracy and IT proficient, with a strong ethical mindset and respect for client confidentiality

For more information regarding the role of Financial Advisor, please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

• 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

Financial Advisor

• 6 weeks
• Fully remote
• 600 per day

The team require a Finance Advisor to read and understand regulations for IBCA compensation. They will then need to put together a document which advises those receiving compensation on how best to manage large sums of money (in terms of avoiding fraud, inheritance tax etc)

Essential

1. Financial advisor experience ideally in a 121 setting
2. Able to demonstrate that they can comfortably come in, read and understand legislation and put into an easy to understand doc
3. Must have an understanding of compensation/fraud/Inheritance tax

Financial Adviser (IFA)

Location: High Wycombe (Hybrid)
Employment Type: Full-time
Salary: 50,000 - 60,000 base (DOE) + Competitive Bonus Structure

About the Role

Are you a driven and strategic Financial Advisor (IFA) ready to take ownership of your client base and help shape the future of a growing firm? Our client is seeking a Level 4 qualified adviser to join their team in High Wycombe. This is a unique opportunity to assess the current business, attract new clients, and lead growth initiatives. Ideally you will be an IFA who has a blend of technical qualifications, interpersonal strengths, and business acumen.

Key Responsibilities

• Review and optimise the existing client book and business processes.
• Identify and implement opportunities for business growth.
• Develop strategies to attract and retain new clients.
• Provide holistic financial advice across pensions, investments, protection, and tax planning.
• Build and maintain strong client relationships.
• Work collaboratively with paraplanners and administrators to ensure high-quality service delivery.

Candidate Requirements

• Proven experience in financial advice and client relationship management.
• Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred.
• Proficient in Intelliflo Office or similar CRM systems.
• Commercially minded with a passion for business development.
• Strong understanding of FCA regulations and compliance.
• Excellent communication and interpersonal skills.
• Self-motivated, proactive, and growth-oriented.

What's on Offer

• Supportive team and leadership.
• Flexible working arrangements.
• Access to high-quality leads and marketing support.
• Career progression opportunities and support for further qualifications.
• A chance to make a meaningful impact on the direction of the business.

Ready to take the next step?
Contact:

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 Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to 65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

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.

Our client is seeking an experienced Financial Advisor in Barnstaple 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 with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.

They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.

The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.

You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs.

Excellent remuneration package provided to reward your productivity.

This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.

Financial Advisor Requirements

• You should hold full Level 4 Diploma in financial planning or equivalent
li>You should have 5+ years’ experience as a Financial Advisor (ideally with CAS status) < i>You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
• You should have a client centric approach and have dedication to doing the right thing for clients
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Financial Advisor Support

Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.

Financial Advisor Benefits

• Salary of £50,000 - £75,000 subject to experience and qualifications
< i>Potential to consider higher salary on case-by-case basis
• Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
• Home based role with travel to meet clients in person and use of their regional offices
• Self-employed option available, if you would prefer

Locations

Barnstaple

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Job Title: Financial Advisor

Location: Kendal

Salary: Up to 60,000 + OTE over 100K & Benefits

Hours: Monday to Friday, 9:00 am to 6:00 pm

About the position of Financial Advisor:

We are seeking an ambitious and experienced Financial Adviser to join our client, a well-established and successful financial services firm. This is a unique opportunity to inherit an existing bank of loyal clients, giving you an immediate platform to build trusted relationships while developing new opportunities.

Reporting to the Director of Financial Services, you will provide specialist advice, conduct in-depth financial reviews, and design tailored strategies to help clients achieve their long-term goals. With a Level 4 Diploma qualification, expertise in investments and pensions, and a proven compliance record, you'll have the chance to make a real impact while enjoying excellent earning potential and long-term career growth. Full admin support is provided!

Responsibilities for the role of Financial Advisor:

• Inherit and manage an established bank of loyal clients, while also developing new opportunities.
• Conduct in-depth reviews of clients' financial circumstances, current provision, and future goals, providing tailored advice and clear recommendations.
• Analyse information and complete risk assessments to design financial strategies that meet individual client needs.
• Leverage dedicated administrative support to ensure smooth client service and allow you to focus on advice, strategy, and relationship-building.
• Research the marketplace to identify and recommend the most suitable investment, pension, and wealth management products.
• Maintain strong, long-term client relationships by responding to changing financial circumstances and proactively keeping clients informed of opportunities or legislative changes.
• Negotiate with product providers to secure competitive terms and deliver the best possible outcomes for clients.
• Produce professional financial reports and achieve sales targets while operating to the highest ethical and regulatory standards (FCA compliance).

Experience required for the role of Financial Advisor:

• Level 4 Diploma Qualified in Financial Planning
• Good knowledge around investments and pensions
• Excellent communication, interpersonal, and listening skills with the ability to explain complex information clearly.
• Strong networking, relationship-building, negotiation, and influencing abilities.
• Analytical thinking, research skills, and sound decision-making.
• Target-driven, self-motivated, and highly organised with effective time management.
• Team player with a flexible approach to work and high levels of customer service.
• Numeracy and IT proficient, with a strong ethical mindset and respect for client confidentiality

For more information regarding the role of Financial Advisor, please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

• 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

Financial Advisor

• 6 weeks
• Fully remote
• 600 per day

The team require a Finance Advisor to read and understand regulations for IBCA compensation. They will then need to put together a document which advises those receiving compensation on how best to manage large sums of money (in terms of avoiding fraud, inheritance tax etc)

Essential

1. Financial advisor experience ideally in a 121 setting
2. Able to demonstrate that they can comfortably come in, read and understand legislation and put into an easy to understand doc
3. Must have an understanding of compensation/fraud/Inheritance tax