Senior Financial Advisor

Overview

This is a job that Scout, our AI Recruiter, is recruiting for on behalf of one of our clients.

She will pick the best candidates from ivee\’s network.

The next step is to create an ivee profile.

Company and Role

Company Description: Client-focused financial firm

This company is rethinking how financial advice is delivered — making it more accessible, more data-driven, and more human. As a Financial Advisor, you’ll work closely with individuals and families to help them make confident decisions about their finances, investments, and future.

You’ll combine traditional financial planning expertise with modern tools (yes, AI included) to deliver personalised advice that drives real impact.

Responsibilities

• Provide holistic financial advice across savings, investments, pensions, and protection
• Build and manage a portfolio of clients, focusing on trust and long-term value
• Use modern financial planning tools — including AI-powered insights — to support decision-making
• Stay up to date with regulatory requirements and industry shifts
• Prepare and present tailored financial plans and reports
• Collaborate with internal analysts, operations, and compliance teams
• Support clients in understanding complex financial products in simple, human language

Qualifications

• 3+ years of experience in financial advisory or wealth management
• Level 4 Diploma qualified (or working towards it)
• Strong interpersonal and communication skills — you\’re client-first, always
• Familiarity with financial planning tools and CRM systems
• Comfortable using new technologies (including AI tools) to enhance service
• Bonus: experience with ESG or ethical investing strategies

About ivee

Who are ivee?

ivee is an upskilling and job platform that helps you learn how to use AI with the goal of getting hired in 2026. We analyse job data, telling you EXACTLY what to learn, upskilling you on those tools, and connecting you to employers who want those skills.

What you get with ivee

• Upskill on the latest AI tools for the financial services
• Get headhunted (via Scout) for jobs that aren\’t advertised anywhere else
• Build a profile that proves your AI fluency to employers

How to apply

Click apply to submit your application.

To be automatically shortlisted for future roles like this, head to https://portal.ivee.jobs/a/signup/ to make a free account. Don\’t forget to upload your CV and write a bio to begin being headhunted for your dream position!