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Senior Financial Advisor - Holistic Planning; Hybrid

Job in Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listing for: mbf
Full Time position
Listed on 2026-09-03
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 65000 GBP Yearly GBP 65000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor - Holistic Planning (Hybrid)
Location: Stoke-on-Trent

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. The role offers a competitive base salary starting at £65,000 with additional bonuses based on performance and client growth. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted client relationships.

Enjoy the benefits of a hybrid working model, with a supportive team environment focused on client outcomes.
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Position Requirements
10+ Years work experience
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