Financial Advisor

Hertfordshire - UK

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

CASStatus Financial Advisor

Employment Type: Permanent or SelfEmployed Route Available (cashflow supporting system)
Location: Covering the East of England (Essex Suffolk Cambridgeshire & Hertfordshire)
Salary: Competitive Bonus Structure

About the Opportunity

An established and reputable UK wealth management practice is seeking an experienced CASStatus Financial Adviser with specialist expertise in LongTerm Care (LTC) advice.

The firm offers a highly clientcentric financial planning proposition delivering tailored guidance across investments retirement pensions protection and broader wealth management services. Their advisory model is built on longterm client relationships personalised service and high standards of regulated advice.

This is an excellent opportunity for an adviser who wants to join a professional supportive team with a strong reputation in the UK financial advice market.

Key Responsibilities

Provide FCAregulated financial advice to clients.
Conduct full factfinding suitability assessments and prepare compliant financial reports.
Deliver holistic advice across pensions retirement investments protection and wealth planning services.
Develop long-term client relationships built on trust clarity and high-quality service.
Maintain accurate records and ensure full regulatory compliance in line with FCA guidelines.

Requirements

CAS Status (Competent Adviser Status) essential.
Demonstrable experience giving regulated financial advice.
Specific background or training in LongTerm Care Advice (CF8 or equivalent).
Strong technical understanding of pensions investments and later-life planning.
Excellent communication skills and high standards of professionalism.
Ability to work independently while contributing to a collaborative advisory culture.

Whats On Offer

Warm established strong client base and strong inbound reputation.
Supportive collaborative environment focused on ethical and personalised advice.
Access to a wide range of wealth management pension and investment solutions.
Flexibility to join on a permanent employed basis or via a selfemployed model (cashflow supporting system).
Ongoing development and support to continue building your advisory expertise.

Ideal For Advisers Who

Enjoy providing highquality holistic advice.
Have a passion for later-life planning and supporting clients with complex family and care decisions.
Want to grow their career within a respected and wellstructured financial planning environment.

How to Apply

If youre a qualified adviser with CAS status and LTC expertise and youre looking for a longterm relationshipdriven role we would love to hear from you.

CASStatus Financial Advisor Employment Type: Permanent or SelfEmployed Route Available (cashflow supporting system) Location: Covering the East of England (Essex Suffolk Cambridgeshire & Hertfordshire) Salary: Competitive Bonus Structure About the Opportunity An established and reputable UK wealth ...