Job Description
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
1. Maintain accurate client records and documentation in line with FCA and AML standards
2. Adhere to RDR and Treating Customers Fairly (TCF) principles
3. Support company reporting, compliance, and performance trackin...