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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: Negotiable salary, flexible hours, remote work options, and supportive environment.
- Why this job: Shape your working week 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 Stevenage employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Stevenage
✨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 be able to refer you to a great role.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about financial planning, engage with industry content, and make sure your profile is up-to-date.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Think about how you can demonstrate your relationship-building skills and your ability to provide tailored advice.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our friendly team. It shows initiative and enthusiasm, which we value highly.
We think you need these skills to ace Financial Advisor in Stevenage
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. Let us know how you can contribute to our client-focused approach.
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 financial planning accessible.
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 in through our own platform!
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 advice in the past and how you can apply that experience to meet client needs.
✨Showcase Your Communication Skills
As a Financial Adviser, strong communication is key. Prepare examples of how you've built relationships with clients and worked collaboratively with teams. Practise explaining complex financial concepts in simple terms to demonstrate your ability to connect with clients.
✨Emphasise Flexibility and Independence
Since this role offers flexible working, be prepared to discuss how you manage your time effectively. Share examples of how you've successfully worked independently while still being a team player, highlighting your organisational skills.
✨Align with Their Values
Research the firm’s values around integrity and transparency. Think about how your personal values align with theirs and be ready to share why you’re passionate about providing high-quality, compliant financial advice that genuinely helps clients achieve their goals.
