Chartered Financial Advisor – Stansted, Essex
Very Competitive Salary + Bonus + Benefits | Hybrid Working | Full-Time, Permanent
Are you a Chartered (Level 6) Financial Advisor, looking to take the next step in your career?
Our client, a highly respected wealth management firm, and seeking a confident, polished, and client-focused adviser to join their growing team.
This role offers the chance to work closely with a senior adviser, gradually taking over a warm, established client portfolio. No client bank required.
Think: private‑bank level service, supportive team, outstanding career trajectory.
What You’ll Be Doing
- Deliver holistic financial planning to HNW clients
- Build trusted long-term relationships through proactive communication
- Conduct thorough fact-finding and risk assessments
- Provide tailored advice across pensions, investments, protection & estate planning
- Stay sharp on market trends, regulation & products
- Maintain impeccable compliance standards
What We’re Looking For
- Level 6 Chartered Financial Planner
- At least 5 years’ experience at L6
- Exposure to HNW/UHNW client work
- Confident, articulate, and professional
- Strong communicator, collaborative, proactive
What’s On Offer
- Very competitive salary + performance bonus
- Hybrid and flexible working
- Full support for further qualifications
- Cutting‑edge planning tools & tech
- Friendly, collaborative culture with true progression opportunities
If you’re an ambitious adviser ready to elevate your career and work with high-quality clients, this is the opportunity to step into a prestigious, long-term role.
Contact Marie McDermott on 0203 096 4533 or email marie.mcdermott@tate.co.uk to discuss this outstanding opportunity in confidence.
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