Financial Planner – Private Client Advice
Location: UK (Office-based with potential hybrid options)
Sector: Wealth Management / Financial Planning
Salary £60k to £70k DOE plus 2 x discretionary annual bonus and excellent benefits.
Ready to make a real impact on clients’ financial futures?
Join a team where your expertise shapes meaningful outcomes for thousands of UK investors. If you’re a Financial Planner/Advisor passionate about delivering personalised advice and building lasting relationships, this is your opportunity to thrive in a dynamic, client-first environment. This is not a sales role it’s to provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics.
What You’ll Do As Financial Planner/Advisor:
* Provide regulated financial advice to existing and prospective clients across a wide range of topics:
* Pensions & Retirement Planning – contributions, carry forward, LTA planning, drawdown strategies
* Inheritance Tax & Estate Planning – including trust planning
* Tax-efficient cash flow strategies using cash-flow analysis
* Investment optimisation – reviewing wrappers and tax efficiency
* Deliver advice via phone, email, and in writing, with opportunities for face-to-face meetings as you progress
* Collaborate across departments to ensure timely, high-quality client outcomes
As Financial Planner/Financial Advisor you will need:
* Degree or equivalent experience in a client-facing role
* Level 4 Diploma in Financial Planning / Regulated Financial Planning (essential)
* Level 6 / Chartered status (desirable but not essential)
* Strong technical knowledge of pensions, IHT planning, and current legislation
* Excellent communication skills and ability to manage complexity under strict timelines
* Highly organised with effective diary management
What’s in It for You
* Competitive salary and benefits package
* Generous annual leave plus option to purchase additional days
* Enhanced maternity pay and family-forming benefits
* Pension plan with employer contributions
* Health and wellbeing perks, including medical cover and gym subsidy
* Ongoing training and development, with opportunities to gain further certifications
* Collaborative, supportive work environment
Take the next step in your financial advice career – apply today and help clients achieve their goals while advancing your own. Email your cv to marie.mcdermott@tate.co.uk