This Financial Advisor job in Chippenham offers something rare: an existing portfolio worth around £450,000 in renewals, a steady flow of new business that generates itself, and no need to go knocking on doors. You'll be joining a close-knit team within a larger group, working alongside experienced chartered planners who handle high-net-worth and complex cases daily.
Your purpose
You'll take ownership of a substantial existing client bank while supporting the team with new business as it comes in. This isn't about building from scratch it's about delivering quality advice to clients who are already there, keeping them happy, and managing portfolios that include seven-figure cases.
Your day to day
- - Managing an existing book worth approximately £450,000 in recurring fees across high-value portfolios
- - Conducting client reviews and ongoing advice for business owners, professionals, and inherited wealth clients
- - Working on new business alongside the team cases come through referrals and existing client relationships, not cold outreach
- - Handling complex planning including pension recycling, tapering, and large contributions
- - Delivering advice quickly to offset slower back-office processes and keep clients satisfied
- - Attending client meetings face to face and building trusted relationships
Financial Advisor Requirements
- - Diploma Level 4 qualification (essential)
- - Proven experience advising clients with substantial assets and complex needs (essential)
- - Technical capability across pensions, investments, and tax-efficient planning (essential)
- - Professional, authentic approach with gravitas to engage high-net-worth individuals (essential)
- - Chartered status, or actively working towards it (desirable)
Who you'd be joining
A small, collaborative financial planning team within a larger advisory group. The culture is down to earth everyone pulls their weight, there's no hierarchy for the sake of it, and the focus is firmly on client outcomes. You'll work closely with experienced colleagues and dedicated support staff who know the clients well.
Financial Advisor Benefits
- - Circa £70,000 salary plus on-target earnings
- - Hybrid working arrangement with flexibility once established
- - Pension scheme
- - Professional development and support towards chartered status
- - Manageable portfolio with genuine earning potential from day one
- - Established client bank requiring no prospecting or business development activity
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Financial Advisor in Chippenham employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
