Financial Adviser

Peter Harding Wealth Management; Corsham; Hybrid; GBP 35,000 - 70,000; Full time

Job summary

A leading wealth management firm in Corsham is seeking an experienced Financial Adviser to provide bespoke financial advice to clients. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and proven experience in the field. This full-time role offers a salary ranging from £35,000 to £70,000 along with a generous bonus scheme. Join a supportive team that values integrity and long-term client care while progressing your career in a respected practice.

Benefits

Generous bonus scheme

Qualifications

• Level 4 Diploma in Regulated Financial Planning + SPS is essential.
• Proven experience as a Financial Adviser or Wealth Consultant.
• Chartered status or working towards it is desirable.
• Full UK driving licence with willingness to travel.

Responsibilities

• Deliver tailored financial advice to clients.
• Generate new business through networking and events.
• Ensure all advice meets FCA and SJP standards.
• Maintain accurate records and commit to ongoing professional development.

Skills

Communication skills

Relationship-building

Business development

Technical knowledge of investments

Technical knowledge of pensions

Technical knowledge of protection

Technical knowledge of tax-efficient planning

Organizational skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We are recruiting for a Financial Adviser

Are you an experienced Financial Adviser looking to take the next step in your career? Do you thrive on building trusted relationships and delivering exceptional financial advice? If so, we’d love to hear from you.

Location: Corsham/Wiltshire

Contract type: Permanent, full-time, hybrid

Salary / Benefits: The salary range is from £35,000 - £70,000 + a generous bonus scheme

About Us

Peter Harding Wealth Management isa Principal Partner Practice of St.James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth.

The Role

We’re looking for an experienced adviser to deliver high-quality, bespoke financial advice to a portfolio of new and existing clients. You’ll provide tailored solutions across investments, pensions, protection, retirement, and tax-efficient planning while building long-term, trusted relationships. The role also involves generating new business through networking and events, representing the Practice at seminars, and collaborating with internal teams. You’ll ensure all advice meets FCA and SJP standards, maintain accurate records, and commit to ongoing professional development.

About You

• Level 4 Diploma in Regulated Financial Planning + SPS (essential).
• Proven experience as a Financial Adviser/Wealth Consultant.
• Strong technical knowledge of investments, pensions, protection, and tax-efficient planning.
• Excellent communication and relationship-building skills.
• Commercially minded with strong business development ability.
• Highly organised and able to manage your own workload independently.
• Chartered status (or working towards) and experience with SJP (desirable).
• Full UK driving licence with willingness to travel.

Why Join Us

You’ll join a supportive and ambitious Partner Practice with a strong reputation that values high-quality advice, integrity, and long-term client care. This is a chance to make a real impact—helping clients achieve their long-term goals while progressing your own career in a growing and respected Practice.

Our vision

“We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.”

Our mission

To create an environment where clients can be confident to plan, grow & protect their future.