Average Financial Adviser salary in the UK

Salary to £55,000 depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for people who are passionate about great client service to join this National Advisory Firm and one of the largest Investment companies in the world. If you would like a role whose advice you can deliver remotely and which comes with an excellent salary and some of the best benefits in the market we want to hear from you. The role: The Financial Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks.You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered.Manage a portfolio of clients (90 - 100) and maintain recurring income stream.Deliver high quality financial planning remotely and achieving required quality standards on a consistent basis.Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships.Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile.Build links with the clients' other professional advisers to help the client meet their needs.Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues. You must be a minimum Level 4 qualified and have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

IFA existing clients £60,000 - £70,000 (£80,000 OTE)We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.As an Adviser based in Belfast, you’ll play a key role in supporting existing clients with exceptional financial planning services. You’ll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.Benefits:£60,000 - £70,000Existing Client BankBonus (£80,000 OTE)Pension contributionDISTo be considered for this IFA position: Level 4 Diploma qualified - CISI/ CII/ LIBFProven adviser experience within an advisory or wealth management environment.Excellent understanding of financial products - investment, tax planning, and regulatory frameworks.Strong analytical, organisational, and written communication skills.Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Glasgow or Edinburgh.With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. Their ongoing success has resulted in the creation of two brand-new positions in their Scottish offices.The ideal candidate will: Hold CAS - or be working towardsLevel 4 diploma qualifiedExperience using Microsoft Word and Excel and databasesDesire to be a successful Financial Planner Your role will include but will not be limited to: Look after a client base that will be given to you.Generate new client enquiries and generate advice income from theseConvert the client leadsUndertake sales and marketing activity in line with local/regional/national plansWork to achieve or exceed annual new business revenue targetProvide expert independent advice to designated clientsMaintenance of 'fit and proper' status through continuous professional development, suitable development opportunities and maintenance of SPSEvidence and maintain knowledge of company policies, processes and guidanceEnsure that client advice and reports are compliant with company processes and regulatory requirementsUse standard template documentation approved by the companyEnsure technical knowledge and general industry knowledge is always maintainedDelivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communicationSpeed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraisedDevelop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunitiesUse objectives to focus on key business areasHighlight personal training needs to ensure a consistent level of service is offered to the business The successful candidate will need to be Level 4 Diploma qualified. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.