Financial Advisor
11 days ago
Cheltenham
Join a growing, purpose-driven wealth management firm delivering long-term value to UK investors. We’re looking for a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK. What You’ll Do 1. Client Engagement & Prospecting • Identify and engage with new retail and institutional clients, • Travel across the UK to build your client base and promote our investment solutions, • Represent our brand in local communities and marketing campaigns 2. Financial Planning & Advisory • Conduct fact-finding, needs analysis, and risk assessment, • Deliver tailored financial advice on UCITS funds, SIPPs, and ISAs, • Prepare and implement recommendations with ongoing service reviews 3. Product Knowledge & Research • Stay informed on financial markets, legislation, and ethical investment trends, • Advise confidently on retirement planning, tax optimisation, and financial protection 4. Compliance & Administration • Maintain accurate client records and documentation in line with FCA and AML standards, • Adhere to RDR and Treating Customers Fairly (TCF) principles, • Support company reporting, compliance, and performance tracking 5. Relationship Management • Build long-term, trust-based relationships with clients, • Offer consistent support and strategic financial guidance over time Requirements • Bachelor’s Degree from a reputable University, • Level 4 or 7 qualified & RDR compliant (e.g. CII, CISI), • Valid Statement of Professional Standing (SPS), • Knowledge of UK tax, retirement savings, and investment products, • Strong interpersonal and communication skills, • Self-driven, target-oriented, and confident in lead generation, • Willingness to travel (including 2 weeks every 2 months outside London), • Full UK driving licence Why join us We offer structured training, mentorship from senior professionals, and an environment where your work has a lasting impact. This role is ideal for someone passionate about financial wellbeing, ethical investing, and client empowerment. Help people plan their futures. Grow a career with purpose. #FinancialAdvisor #WealthManagement #IFA #ManchesterJobs #FinanceJobsUK #FinancialPlanning #FCA #SIPP #ISA #UCITS #RDR #Hiring