Job Description 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.\n \nYour purpose\n \nYou'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.\n \nYour day to day\n \n- Managing an existing book worth approximately £450,000 in recurring fees across high-value portfolios\n \n- Conducting client reviews and ongoing advice for business owners, professionals, and inherited wealth clients\n \n- Working on new business alongside the team - cases come through referrals and existing client relationships, not cold outreach\n \n- Handling complex planning including pension recycling, tapering, and large contributions\n \n- Delivering advice quickly to offset slower back-office processes and keep clients satisfied\n \n- Attending client meetings face to face and building trusted relationships\n \nFinancial Advisor Requirements\n \n- Diploma Level 4 qualification (essential)\n \n- Proven experience advising clients with substantial assets and complex needs (essential)\n \n- Technical capability across pensions, investments, and tax-efficient planning (essential)\n \n- Professional, authentic approach with gravitas to engage high-net-worth individuals (essential)\n \n- Chartered status, or actively working towards it (desirable)\n \nWho you'd be joining\n \nA small, collaborative financial planning team within a larger advisory group. n \nFinancial Advisor Benefits\n \n- Circa £70,000 salary plus on-target earnings\n \n- Hybrid working arrangement with flexibility once established\n \n- Pension scheme\n \n- Professional development and support towards chartered status\n \n- Manageable portfolio with genuine earning potential from day one\n \n- Established client bank requiring no prospecting or business development activity\n \nWhat happens next\n \nWhen you apply, your details come to Premier Jobs UK, not directly to the employer. n \nIf this Financial Advisor role in Chippenham sounds right, apply now and we'll be in touch.\Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract.
Hiring: Self-employed Financial Adviser (Permanent) employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
