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.

A well-established Chartered independent wealth management firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. You'll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions. You'll be supported by Paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was listed among the Citywire New Model Adviser Top 100 UK firms acknowledging its client-focused ethos and professional standing in the UK financial planning sector. What They're Looking For Level 4 Diploma (ideally working towards Chartered)CAS + current SPSStrong experience delivering holistic adviceComfortable using cashflow modelling toolsCommercially minded with a proactive approach to business developmentExcellent communicator with strong report-writing skills Package Generous bonus structurePrivate medical insuranceHealth cash planGroup life coverGroup income protection30 days annual leaveBirthdays off & 1 charity day off per annum5% employer pension contribution If you're an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I'd love to have a confidential conversation. Message me directly or email to find out more - 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.