Financial Advisor

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.