At a Glance
- Tasks: Manage a substantial client portfolio and deliver quality financial advice.
- Company: Join a close-knit, down-to-earth financial planning team.
- Benefits: Competitive salary, hybrid working, pension scheme, and professional development support.
- Other info: Enjoy a collaborative culture with no unnecessary hierarchy.
- Why this job: Work with high-net-worth clients and make a real impact from day one.
- Qualifications: Diploma Level 4 and experience with complex financial needs essential.
The predicted salary is between 56250 - 68750 £ per year.
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
- What happens next
When you apply, your details come to Premier Jobs UK, not directly to the employer.
Our team reviews every application personally and replies to every candidate – whether we're moving you forward or not.
Where your experience fits, we'll arrange a call to understand what you're looking for and talk through the role in more detail.
Nothing is sent to our client without your agreement, so if you're applying discreetly, that's respected from the start.
If this Financial Advisor role in Chippenham sounds right, apply now and we'll be in touch.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy.
Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract.
We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Financial Advisor in Chippenham employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Chippenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Chippenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK Limited Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK Limited Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK Limited Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK Limited Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK Limited Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK Limited Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
