Senior Financial Adviser – Hybrid, Wealth Planning

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

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.