Associate Financial Advisor

Premier Jobs UK

About The Position

This permanent Associate Financial Advisor role supports experienced Financial Advisors and helps the successful candidate progress toward managing client relationships and portfolios independently. Working alongside senior financial planning directors with established client books, the Associate Financial Advisor will provide comprehensive advice across pensions, investments, protection, and estate planning. The role is designed to develop ambitious professionals through recurring client reviews, research, and the gradual transfer of client relationships. The position is available across regional hubs in the UK, including Barnstaple, Devon; Manchester, Greater Manchester; and Birmingham, West Midlands. Other UK locations may be considered. Candidates must live within sensible commuting distance of one of the locations. The role offers a base salary of £40,000 to £45,000 depending on experience, plus bonuses.

Requirements

Hold a Level 4 Diploma in Financial Planning (DipPFS, DipFA, or equivalent).
Have a minimum of 12 to 18 months of financial advising experience.
Have proven working knowledge across pensions, investments, and personal protection solutions.
Have articulate communication skills and the gravitas to build rapport with clients.
Have experience using industry research tools, cash-flow modelling, and back-office software.
Live within sensible commuting distance of one of the available locations.

Responsibilities

Partner with senior advisory directors to support and review active private client portfolios.
Gather comprehensive client information, conduct market research, and analyse existing arrangements.
Prepare clear suitability reports and compliant advice recommendations across wealth products.
Attend and contribute to client review meetings with retail clients and business owners.
Maintain detailed records and ongoing regulatory compliance using modern back-office systems.
Gradually take over client relationships and handle recurring client reviews.

Benefits

Base salary of £40,000 to £45,000 depending on experience, plus bonuses.
Discretionary annual company bonus scheme.
Contributory company pension scheme.
Death-in-service benefit.
Competitive holiday allowance, plus additional days for the candidate's birthday and Christmas Eve.
Annual holiday buy-and-sell scheme with tiered extra leave for long service.
Fast-track development pathways and qualification support towards Chartered status.
Health cashback scheme, shopping discounts, and active wellbeing support.
Structured mentorship from top-performing directors.
Generous long-term service rewards.