Financial Adviser
| Posting date: | 12 August 2025 |
|---|---|
| Hours: | Full time |
| Closing date: | 19 August 2025 |
| Location: | Essex, cm23 1jg |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Tate |
| Job type: | Permanent |
| Job reference: | J5767_1755009055 |
Summary
Job Title: Chartered Financial Advisor (Level 6 or Working Towards)
Location: near Bishop's Stortford.
Salary: Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent, hybrid working.
About the Role:
Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base.
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.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.