Job description
Chartered Financial Adviser
Location: Near Stansted.
Salary: Very Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent (Hybrid Working)
About the Role as Chartered Financial Adviser:
Shape the future of client relationships. This is your chance to step into a role where continuity and trust matter most. You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.
Key Responsibilities of the Chartered Financial Adviser:
* Provide holistic financial planning and investment advice
* Build and maintain strong client relationships through regular reviews
* Conduct detailed fact-finding and risk assessments
* Develop bespoke plans covering pensions, investments and estate planning
* Stay current with market trends and regulatory changes
* Maintain accurate records and ensure FCA compliance
Requirements
* Chartered Financial Planner (CII Level 6) or working towards
* Strong interpersonal and communication skills
* Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
* Strong interpersonal and communication skills.
* Ability to work independently and as part of a team.
* Commitment to continuous professional development.
Benefits
* Competitive salary and performance-based bonus
* Flexible working arrangements
* Support for further qualifications and career progression
Ready to take the next step in your career?
Contact Marie McDermott on 0203 096 4533 or email marie.mcdermott@tate.co.uk to discuss this outstanding opportunity in confidence.
Extra information
Status
Open
Education Level
Secondary School
Location
Stansted
Type of Contract
Casual / Part Time Jobs
Published at
06-01-2026
Profession type
Accountancy
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English