Average Financial Advisor salary in the UK

About the practice:A well-established financial planning firm with decades of success and client growth across Cambridgeshire and the Midlands. They provide bespoke advice across pensions, investments, estate planning, and mortgages. The Financial Advisors enjoy full back office support including administration and paraplanning and will inherit an established and loyal client portfolio and the means to grow and develop your client book further. This is an exciting opportunity for an experienced adviser seeking long-term career development within a supportive, professional, and collaborative environment.What's an ideal applicant? Experience in advising private clients on pensions, investments, retirement planning, and estate planningLevel 6 qualified would be ideal but level 4 with progress on additional exams will certainly be consideredA keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomesProven ability to deliver tailored, compliant advice and develop long-term client relationshipsStrong knowledge of investment solutions, tax-efficient planning, and retirement strategiesExcellent interpersonal and communication skills, with a client-focused approach.Strong organisational skills and attention to detailCommercial awareness, with the ability to identify and develop business opportunities Role & Responsibilities Deliver regulated advice across pensions, investments, estate planning, and wealth managementBuild strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutionsProactively use cash-flow modelling software to present and explain planning outcomes in a clear, client-friendly wayManage your own client portfolio, including reviews, ongoing advice, and compliance with all regulatory requirementsCollaborate with the firm's support teams to ensure efficient administration and reporting, freeing you to focus on client-facing workActively pursue new business opportunities, including referrals from existing clients and networking This is a hybrid position where you will effectively manage your diary but there will be requirements for time in the office week where you will meet clients and work collaboratively with your colleagues. 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.

Are you ready to embark on a fulfilling career in financial planning? My client is looking for motivated Trainee Financial Advisors with a Level 4 Diploma in Financial Planning or previous experience in the Financial Services industry, to join their dynamic Academy Training Program.What They Offer:Comprehensive training to achieve your DipFS or Competent Advisor Status (CAS) if you already have your Level 4 Diploma.Support in building your own Financial Planning business from the ground upAccess to experienced mentors and a wealth resourcesWhat They Are Looking For:Level 4 Diploma in Financial PlanningPassion for helping clients achieve their financial goalsEagerness to learn and grow in a supportive environmentThe training is paid for by the Academy and this is a self-employed opportunity with the offer of a salary loan during your training program.Apply now to begin this exciting journey and to be part of a team that values innovation, integrity and professional development.

Experienced Financial AdviserCentral London, hybrid workingUp to £90,000 + bonusThis role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, career development, and the tools to grow both your experience and earnings.The BusinessOur client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm.The RoleYou will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm’s excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families.The BenefitsSalary up to £90k – negotiableBonus scheme26 days holiday, rising to 31 after 5 years, plus bank holidaysGenerous employer pension contributionDeath in Service coverIncome Protection coverPrivate Medical Insurance and Health Cash planFull support towards professional qualificationsRequirementsExperience as a financial advisor for at least three yearsIdeally chartered through the CII, or partway through the examsApplyIf this sounds like the right move for you, apply today with your CV and contact details — the process is quick and straightforward.Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser