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For Companies At a Glance
- Tasks: Deliver bespoke financial advice and build trusted client relationships.
- Company: Join Peter Harding Wealth Management, a leading UK wealth management practice.
- Benefits: Competitive salary up to ÂŁ70,000 plus generous bonuses and hybrid work options.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience required.
- Other info: Supportive team environment with opportunities for professional growth.
The predicted salary is between 35000 - 70000 ÂŁ per year.
We are recruiting for a Financial Adviser. Are you an experienced Financial Adviser looking to take the next step in your career? Do you thrive on building trusted relationships and delivering exceptional financial advice? If so, we’d love to hear from you.
Location: Corsham/Wiltshire
Contract type: Permanent, full-time, hybrid
Salary / Benefits: The salary range is from ÂŁ35,000 - ÂŁ70,000 + a generous bonus scheme
About Us
Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth.
The Role
We’re looking for an experienced adviser to deliver high-quality, bespoke financial advice to a portfolio of new and existing clients. You’ll provide tailored solutions across investments, pensions, protection, retirement, and tax-efficient planning while building long‑term, trusted relationships. The role also involves generating new business through networking and events, representing the Practice at seminars, and collaborating with internal teams. You’ll ensure all advice meets FCA and SJP standards, maintain accurate records, and commit to ongoing professional development.
About You
- Level 4 Diploma in Regulated Financial Planning + SPS (essential).
- Proven experience as a Financial Adviser/Wealth Consultant.
- Strong technical knowledge of investments, pensions, protection, and tax‑efficient planning.
- Excellent communication and relationship‑building skills.
- Commercially minded with strong business development ability.
- Highly organised and able to manage your own workload independently.
- Chartered status (or working towards) and experience with SJP (desirable).
- Full UK driving licence with willingness to travel.
Why Join Us
You’ll join a supportive and ambitious Partner Practice with a strong reputation that values high‑quality advice, integrity, and long‑term client care. This is a chance to make a real impact—helping clients achieve their long‑term goals while progressing your own career in a growing and respected Practice.
Our vision
We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.
Our mission
To create an environment where clients can be confident to plan, grow & protect their future.
Financial Adviser in Corsham employer: Peter Harding Wealth Management
Contact Detail:
Peter Harding Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Corsham
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, and local networking meet-ups. Building relationships is key in our field, so don’t be shy—introduce yourself and share your passion for financial advice.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge. Use social media platforms like LinkedIn to share insights, articles, and tips related to financial planning. This will position you as a go-to expert in the industry.
✨Follow Up with Potential Clients
After meeting someone at an event or networking session, make sure to follow up! A quick email or message can keep the conversation going and show that you’re genuinely interested in helping them with their financial needs.
✨Apply Through Our Website
If you’re keen on joining us at Peter Harding Wealth Management, don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for being part of our team.
We think you need these skills to ace Financial Adviser in Corsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your Level 4 Diploma in Regulated Financial Planning and any relevant achievements that showcase your ability to build trusted relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advice and how your experience aligns with our mission. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We want to see your expertise in investments, pensions, and tax-efficient planning. Use specific examples in your application to demonstrate your strong technical knowledge and how you've applied it in real-world scenarios.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Peter Harding Wealth Management
✨Know Your Stuff
Make sure you brush up on your technical knowledge of investments, pensions, and tax-efficient planning. Be ready to discuss specific scenarios where you've successfully advised clients, as this will showcase your expertise and experience.
✨Build Rapport
Since the role involves building trusted relationships, practice your communication skills. Think about how you can connect with the interviewers—perhaps by sharing a personal story or an example of how you've built relationships with clients in the past.
✨Show Your Business Development Skills
Prepare to discuss your strategies for generating new business. Whether it’s through networking or events, have concrete examples ready that demonstrate your ability to attract and retain clients.
✨Align with Their Values
Familiarise yourself with Peter Harding Wealth Management's vision and mission. During the interview, express how your personal values align with theirs, especially regarding client care and integrity. This will show that you're not just looking for a job, but a place where you can contribute meaningfully.
