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Financial advisor

Stansted
Permanent
Financial advisor
Posted: 2h ago
Offer 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.

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