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- Tasks: Deliver tailored financial planning advice to a diverse portfolio of clients.
- Company: Respected wealth management firm with a focus on client outcomes.
- Benefits: Competitive salary, bonuses, hybrid working, and full support team.
- Other info: Structured career growth and professional development opportunities available.
- Why this job: Join a collaborative environment and build trusted client relationships without heavy sales pressure.
- Qualifications: Level 4 Diploma in Financial Planning and strong technical knowledge required.
The predicted salary is between 65000 - 75000 £ per year.
Opportunity
You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. You’ll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more — supported by a highly experienced paraplanning and administrative team. This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets.
What’s on Offer
- £65,000 base salary + £10,000 bonus for Level 4 qualified advisers
- £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers
- Additional bonuses for new business and performance – excellent OTE potential
- Hybrid working – typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings)
- All clients provided – immediate portfolio of around 70, growing over time
- Full paraplanning and administrative support
- Collaborative and professional working environment focused on client outcomes
About You
We’re looking for a professional who:
- Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred)
- Has current CAS and Statement of Professional Standing (SPS)
- Possesses strong technical knowledge across all advice areas (pensions, investments, tax, protection)
- Has a proven ability to build trusted client relationships
- Is organised, proactive, and committed to delivering exceptional client service
Why Apply?
This is an excellent opportunity for an Adviser who wants to join a respected wealth management firm offering:
- A warm client base ready to inherit and develop
- Structured career growth and professional development support
- A balanced role combining client engagement and technical planning, free from heavy sales pressures.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance
Location: Gatwick, England, United Kingdom (Hybrid: Gatwick office & home)
Recruitment Notice: We are actively recruiting and the position is open for applications.
Financial Advisor in England employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in England
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, or join online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's a blog post, a video, or even a LinkedIn article, let potential clients and employers see what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Think about how you would handle client situations and be ready to demonstrate your relationship management skills.
✨Tip Number 4
Don't forget to apply through our website! We have a streamlined application process that makes it easy for you to get your foot in the door. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Advisor in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 Diploma in Financial Planning and any relevant qualifications, as well as your ability to build client relationships.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of how you've delivered exceptional client service and your technical knowledge across pensions, investments, and more.
Showcase Your Client Management Skills: Since this role focuses on relationship management, emphasise your experience with existing clients. Talk about how you've successfully managed portfolios and provided tailored financial solutions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge across all advice areas like pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you're not just book-smart but also practical.
✨Build Rapport
Since this role focuses on relationship management, practice building rapport with your interviewers. Use active listening, ask thoughtful questions about their client approach, and share relevant experiences that highlight your ability to connect with clients.
✨Showcase Your Organisational Skills
Prepare examples that demonstrate your organisational skills and proactive approach. Discuss how you manage your time effectively, especially when juggling multiple clients, and how you ensure exceptional service delivery.
✨Emphasise Team Collaboration
Highlight your experience working in a collaborative environment. Talk about how you’ve worked with paraplanning and administrative teams in the past to deliver client outcomes, as this aligns perfectly with what they’re looking for.