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- Tasks: Deliver tailored financial advice and manage client portfolios with a personal touch.
- Company: Friendly wealth management firm focused on client success and collaboration.
- Benefits: Flexible working hours, remote work options, and a supportive environment.
- Why this job: Shape your own schedule while making a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent and proven advisory experience.
- Other info: Join a values-driven team where your contributions truly matter.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Financial Adviser looking for a part-time or flexible role with a growing, client-focused business? This is a brilliant opportunity to join a small, friendly wealth management firm where you'll deliver high-quality, tailored financial advice and enjoy the freedom to shape your working week.
You’ll work closely with one of the firm's founders to provide holistic financial planning across investments, pensions and protection, ensuring clients receive clear, compliant and practical advice that helps them reach their financial goals. As a Financial Adviser, you’ll manage a portfolio of clients, conduct detailed reviews, and work alongside paraplanners and administrators to ensure every recommendation is well-researched and aligned to client needs.
The firm takes pride in its personal approach and flexible working culture—they're happy to consider reduced hours (minimum three days per week) for the right person.
What you’ll bring:
- Level 4 Diploma in Financial Planning or working towards (or equivalent)
- Proven experience delivering regulated financial advice
- Strong communication, relationship-building and organisational skills
- Confidence working independently within a small, collaborative team
What’s on offer:
- Salary is negotiable depending on experience
- 35-hour full-time week or flexible part-time (min. 3 days)
- Office based with remote working 1 day per week (usually Weds)
- Supportive, values-driven environment where your input really counts
If you’re a skilled Financial Adviser seeking a fulfilling role with balance, flexibility and a genuine focus on clients, we’d love to hear from you. Apply today to join a firm that values integrity, transparency and people.
Financial Advisor in Luton employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Luton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills as a Financial Adviser. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Prepare for those interviews! Research the firm thoroughly, especially their approach to client relationships and financial planning. Be ready to discuss how your experience aligns with their values and how you can contribute to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making the application process smooth and straightforward. Plus, it shows you’re genuinely interested in joining our friendly team.
We think you need these skills to ace Financial Advisor in Luton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any relevant experience delivering regulated financial advice. We want to see how you can bring value to our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about financial advising and how you align with our values of integrity and transparency. We love hearing personal stories that connect you to our mission.
Showcase Your Communication Skills: As a Financial Adviser, strong communication is key. In your application, demonstrate your ability to build relationships and convey complex information clearly. We’re looking for someone who can connect with clients and make them feel at ease.
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. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Ten2Two Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and protection. Be ready to discuss how you've delivered tailored financial advice in the past, as this will show your expertise and confidence.
✨Showcase Your Communication Skills
Since strong communication is key for a Financial Adviser, practice explaining complex financial concepts in simple terms. Think of examples where you've built relationships with clients and how that led to successful outcomes.
✨Demonstrate Your Organisational Skills
Prepare to talk about how you manage your client portfolio and conduct detailed reviews. Share specific strategies you use to stay organised and ensure every recommendation is well-researched and aligned with client needs.
✨Emphasise Flexibility and Teamwork
Highlight your ability to work independently while also being a collaborative team player. Discuss how you can adapt to a flexible working culture and contribute positively to a small team environment.
