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Financial advisor

Knightsbridge
Oasis Crescent
Financial advisor
Posted: 17 November
Offer 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 Maintain accurate client records and documentation in line with FCA and AML standards Adhere to RDR and Treating Customers Fairly (TCF) principles Support company reporting, compliance, and performance tracking 5. Relationship Management Build long-term, trust-based relationships with clients Offer consistent support and strategic financial guidance over time Requirements Bachelor’s Degree from a reputable University Level 4 or 7 qualified & RDR compliant (e.g. CII, CISI) Valid Statement of Professional Standing (SPS) Knowledge of UK tax, retirement savings, and investment products Strong interpersonal and communication skills Self-driven, target-oriented, and confident in lead generation Willingness to travel (including 2 weeks every 2 months outside London) Full UK driving licence Why join us We offer structured training, mentorship from senior professionals, and an environment where your work has a lasting impact. This role is ideal for someone passionate about financial wellbeing, ethical investing, and client empowerment. Help people plan their futures. Grow a career with purpose. FinancialAdvisor WealthManagement IFA ManchesterJobs FinanceJobsUK FinancialPlanning FCA SIPP ISA UCITS RDR Hiring

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