Associate Financial Advisor

Deliver an outstanding client experience alongside experienced Financial Advisors while advancing your own career in this permanent Associate Financial Advisor role. With a salary of £40,000 to £45,000 plus bonus across multiple UK locations, you will actively support a high-performing team helping clients progress towards their long-term objectives.

Multiple locations are available across the UK, within their regional hubs including:

- Barnstaple, Devon

- Manchester, Greater Manchester

- Birmingham, West Midlands

-Nottingham, East Midlands

Plus other locations considered across the UK

Candidates must live within sensible commuting distance of one of these locations.

Your purpose

This Associate Financial Advisor role bridges the gap between early advising experience and full portfolio independence. Working directly alongside senior financial planning directors who have established client books and capacity to support you, you will deliver comprehensive advice across pensions, investments, protection, and estate planning. The position exists to transition ambitious professionals into handling recurring client reviews, conducting research, and gradually taking over client relationships.

What the job involves

- 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

Associate Financial Advisor Requirements

- You should hold Level 4 Diploma in Financial Planning (DipPFS, DipFA, or equivalent)

- Minimum 12 to 18 months of financial advising experience

- Proven working knowledge across pensions, investments, and personal protection solutions

- Articulate communication skills with the gravitas to build rapport with clients

- Experience using industry research tools, cash-flow modelling, and back-office software

Behind the role

Join an established, highly respected UK wealth management firm with significant national scale. You will benefit from an environment that actively invests in internal talent, offering structured mentorship from top-performing directors, generous long-term service rewards, and collaborative commercial teams dedicated to client-first outcomes.

Associate Financial Advisor 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 your 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

What happens next

Your application comes directly to Premier Jobs UK, not the employer. Our team reviews every application and replies to every candidate, whether or not your application is taken forward. Where your background fits this Associate Financial Advisor role, we will arrange a confidential introductory call to discuss your aspirations and answer your questions. We will never share your details with our client without your explicit agreement. Apply today to start the conversation across Devon, Nottingham,Greater Manchester, or the West Midlands.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.