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Financial Adviser | Somerset | £80,000 + bonus A well-established and growing wealth management firm is looking to appoint an experienced Financial Adviser to join its Somerset team, reporting directly to the Head of Wealth Management. This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. The Role You’ll provide comprehensive advice across: • Investments, • Pensions, • Estate & tax planning, • Protection, • (Mortgages & equity release where appropriate) You’ll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions. You’ll be supported by paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. What They’re Looking For • Level 4 Diploma (ideally working towards Chartered), • CAS + current SPS, • Strong experience delivering holistic advice, • Comfortable using cashflow modelling tools, • Commercially minded with a proactive approach to business development, • Excellent communicator with strong report-writing skills The Opportunity • Established client base and growth plan, • Centralised investment proposition, • Strong internal support, • Collaborative culture, • Clear performance metrics and progression potential If you’re an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I’d love to have a confidential conversation. Message me directly or email to find out more - Financial Adviser | Somerset | £80,000 + bonus

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills. Their advisory model is built on longterm client relationships personalised service and hig

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in the West MidlandsRole and ResponsibilitiesProvide regulated financial advice across investm

Self-Employed Mortgage Advisor / Life & Protection Financial AdviserThis is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a

Financial AdviserManchester or Edinburgh £45,000-£60,000 DOE + performance incentivesFull-time - PermanentHybrid (3 days in office)A forward-thinking, tech-enabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part

Self-Employed Mortgage Broker / Financial Services AdvisorAn award-winning UK mortgage brokerage is looking to add an experienced, ambitious self-employed Mortgage Broker / Financial Services Advisorto their growing team. This role is ideal for a Mortgage Broker / Financial Services Advisor who want

IFA Administrator (Progression to Financial Advisor) £30,000 - £35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you an IFA Administrator looking to join a collaborative wealth management firm which w

The firm offers a development plan for those aspiring to become a Financial Advisor. A financial services consulting firm based in York is seeking a Paraplanner to join their team. Responsibilities include preparing financial reports, conducting market research, and mentoring a technical team.

What You’ll Bring as Financial Advisor. Level 4 Diploma in Financial Planning (essential). Assessing and identifying financial needs for new and existing clients.

A leading insurance company in Greater London is seeking a self-motivated Financial Adviser to help clients achieve their financial goals. You will champion customers by providing sound financial advice and recommending tailored solutions.

Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done?. Strong knowledge of UK investment platforms, products, and financial services operations. Experience in a cli

A leading financial advisory firm in Central London is seeking an Experienced Financial Adviser to provide holistic financial advice and develop new client relationships.

A financial advisory company in London is looking for an experienced Financial Adviser to join their team. The role offers hybrid working and requires delivering comprehensive financial planning advice to clients. Candidates should have a Bachelor's degree, Level 4 Diploma in Financial Planning, and

Are you passionate about working on a truly global scale? Do you want to help businesses and individuals navigate complex international tax and mobility challenges? Join our Financial Services Global Mobility team as a Senior Tax Advisor and be part of a growing, high‑performing practice. Strong t

A prominent financial advisory firm in the UK is seeking an experienced Financial Advisor to work on a self-employed basis. Candidates must hold a Diploma in Regulated Financial Planning and possess excellent communication skills.

If you’re a senior advisor with an interest in Banking, Insurance and/or Wealth & Asset Management and want to further develop or build on your industry knowledge, you can be certain that as a Tax Senior within our team you’ll be joining a group which offers you unrivalled opportunities to work

A respected client-focused firm is seeking a Mortgage & Protection Advisor to deliver tailored advice, recommend products, and manage client applications.

Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation and take ownership of expanding a new geographical area?. You will be responsible for driving and growing the business across the Derby area through a holistic and consultative approach, deliverin

A highly regarded financial planning and professional services firm is seeking a qualified Financial Planner to join their growing team at Manager level. Get notified about new Financial Advisor jobs in. Affiliate Financial Advisor - (Permanent Relocation to Saudi Arabia).

An established advisory business is hiring multiple Financial Advisors across London and surrounding counties. The role involves providing holistic financial advice, managing client relationships, and advising on pensions and investments.

Candidates must have a Diploma in Regulated Financial Planning and strong knowledge of compliance in the financial services sector. A financial consultancy service in the UK seeks proactive Compliance Consultants.

Brook Financial Services is part of. Flexibility, as a self-employed advisor, you’ll have the freedom to manage your time and workload to suit your lifestyle.

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Hertfordshire area. They are looking for a

You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred).

Conduct regular financial performance analysis and provide insights into profitability and cost management, and long-term financial sustainability. Strong experience in financial risk management, particularly in managing large player transfer budgets and related financial risks. Understand and manag

A financial advisory training program is seeking motivated individuals for its comprehensive training programme to become qualified financial advisers. Apply now to start a fulfilling career as a financial adviser.

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role. This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified

This client would prefer advisors with UK level 4 CISI credentials, although not mandatory as experienced and selected advisors may obtain this on the job within a few months. Assess client's overall financial picture, understand their needs and develop a solid financial plan. Advisors with at least

Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. About the Role - Assistant Financial Planner. Our client is looking to take on an Assistant Financial Planner due to growth.

A leading financial services company in the UK is seeking an Advisor Trainee for its Advisor Development Program. This role offers a unique six-month opportunity to gain hands-on experience in financial advising, build client relationships, and receive coaching from experienced professionals. Succes

Backed by a global footprint and a reputation for excellence in independent, advice-driven financial planning, on offer is exceptional professional growth opportunities and a structured path toward full qualification as a Financial Planner. We are seeking ambitious Trainee Wealth Advisors to join a

The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the programWork out of a local Sun Life District office Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients Obtain dual lic

NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. You will work closely with clients to build strong, long-term relationships, delivering tailored financia

Review-Focused Financial Advisor. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice rather than focusing on new business generation. The firm works with employers

NXTGEN is representing a well‑established, high‑growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. Lead client meetings and provide tailored, strategic financial advice. Develop and implement financial plans across investments, pensions,

A leading financial service firm is seeking an Assistant Financial Planner in Essex to support Financial Planners and enhance client service. This position offers key training opportunities and a clear pathway to becoming a Financial Planner. The ideal candidate will have a CII Level 4 Diploma in Re

Deliver holistic advice across investments, pensions, and financial planning. Established Financial Adviser with a transferable client base.

As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client's financial circumstances, current provisions, and future aims. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midla

Were excited to be offering an experienced Financial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. Financial Advisor requirements. Fully qualified advisor (Diploma in Regulated F

A leading asset management firm is seeking a VP-level Financial Crime Advisor in London. This role involves advising on financial crime risks, guiding client due diligence, and collaborating with senior stakeholders. The ideal candidate has substantial experience in financial services, particularly

Across our team of independent Financial Advisers, we bring together significantly more than 100 years of combined financial planning experience. An exceptional and rare opportunity is available for a qualified administrator or paraplanner to progress their carer as a Trainee Independent Financial A

We are now seeking an experienced Financial Advisor to join our. This is a unique opportunity for a confident and proactive adviser to work within a law firm environment, delivering truly holistic financial planning advice. While no existing client bank will be provided initially, the role includes

With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters—delivering outstanding financial advice and building long-term relationships. Provide holistic financial planning to a portfolio of individual clients. Level 4 qualified Financial Plan

A leading financial consultancy firm in Greater London is seeking a Senior Associate to help clients evaluate performance and strategy.

Self-Employed Mortgage Broker / Financial Services Advisor. An award-winning UK mortgage brokerage is looking to add an experienced, ambitious self-employed Mortgage Broker / Financial Services Advisor to their growing team. This role is ideal for a Mortgage Broker / Financial Services Advisor who w