Financial Adviser – Remote (UK‑wide)
Basic Salary: £55,000 + Generous Bonus Scheme + benefits.
Location: Remote – Anywhere in the UK
Employment Type: Employed
We are offering an excellent opportunity to join our client’s digital advice platform, a fast‑growing fintech‑led proposition transforming the way financial advice is delivered. This role is fully remote and open to candidates based anywhere in the UK.
You will play a key role within the digital advice offering, ensuring the platform delivers exceptional client outcomes and working closely with the development team to enhance functionality where needed. A client bank will be provided to support your early success.
The environment is dynamic, innovative, and supportive, ideal for a hard‑working, talented, and tech‑savvy IFA who thrives in a forward‑thinking digital advice setting. Clear progression routes are available, including potential board‑level opportunities for the right individual.
What You’ll Bring as Financial Advisor
We are looking for an ambitious, detail‑oriented adviser with a strong work ethic. You must have:
* Level 4 Diploma in Financial Planning (essential)
* Competent Adviser Status (CAS)
* A strong interest in technology and digital‑first advice
* Experience in:
* Assessing and identifying financial needs for new and existing clients
* Product research and solution analysis
* AML and money‑laundering processes
* Holistic and lifestyle‑based financial planning
* Preparing and presenting financial recommendations
* Conducting regular client financial reviews
* Staying up to date with regulatory and legislative changes
* Networking with professional partners
* Supporting marketing and client engagement initiatives
* Maintaining an up‑to‑date Statement of Professional Standing (SPS)
* Completing ongoing CPD requirements
Email Marie McDermott your cv for further information to marie.mcdermott@tate.co.uk