At a Glance
- Tasks: Advise clients on investments and pensions, managing a substantial existing portfolio.
- Company: Join a close-knit team within a larger advisory group.
- Benefits: Enjoy hybrid working, a pension scheme, and support for professional development.
- Other info: Flexible working arrangements and genuine earning potential from day one.
- Why this job: Work with high-net-worth clients and make a real impact without cold outreach.
- Qualifications: Experience in advising clients with complex financial needs is essential.
The predicted salary is between 54000 - 66000 £ 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.
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.
- 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
- 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).
- A small, collaborative financial planning team within a larger advisory group.
Financial Advisor Benefits
- 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.
If 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.
Financial Advisor (Investments / Pensions) (Permanent) in Swindon 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.
