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Financial Advisor

Job in London, Greater London, W1B, England, UK
Listing for: Tate Recruitment
Full Time, Seasonal/Temporary, Contract position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Overview

Location:

Hertfordshire. Contract Type:
Full-Time / Permanent, hybrid working.

Job Title:

Chartered Financial Advisor (Level 6 or Working Towards).

Key Responsibilities
  • Provide holistic financial planning and investment advice to individual and corporate clients.
  • Build and maintain strong client relationships through regular reviews and proactive communication.
  • Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
  • Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
  • Stay up to date with market trends, regulatory changes, and product developments.
  • Maintain accurate records and ensure compliance with FCA regulations and company policies.
Requirements
  • Level 6 Chartered Financial Planner qualification (or actively working towards).
  • Minimum Level 4 Diploma in Regulated Financial Planning.
  • Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
  • Strong interpersonal and communication skills.
  • Ability to work independently and as part of a team.
  • Commitment to continuous professional development.
What our client offers
  • Competitive salary and performance-based bonus.
  • Flexible working arrangements.
  • Support for further qualifications and career progression.
  • Access to cutting-edge financial planning tools and resources.
  • Inclusive and collaborative company culture.
Job details
  • Seniority level:
    Mid-Senior level
  • Employment type:

    Full-time
  • Job function:
    Consulting and Finance
  • Location:

    Hertfordshire, England
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