Financial Planner

Financial Planner - Private Client Advice

Location: UK (Office-based with potential hybrid options)
Sector: Wealth Management / Financial Planning

Salary £60k to £70k plus 2 x discretionary annual bonus and excellent benefits.

Ready to make a real impact on clients' financial futures?
Join a team where your expertise shapes meaningful outcomes for thousands of UK investors. If you're a Financial Planner/Advisor passionate about delivering personalised advice and building lasting relationships, this is your opportunity to thrive in a dynamic, client-first environment. This is not a sales role it's to provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics.

What You'll Do As Financial Planner/Advisor:

• Provide regulated financial advice to existing and prospective clients across a wide range of topics:
• Pensions & Retirement Planning - contributions, carry forward, LTA planning, drawdown strategies
• Inheritance Tax & Estate Planning - including trust planning
• Tax-efficient cash flow strategies using cash-flow analysis
• Investment optimisation - reviewing wrappers and tax efficiency
• Deliver advice via phone, email, and in writing, with opportunities for face-to-face meetings as you progress
• Collaborate across departments to ensure timely, high-quality client outcomes

As Financial Planner/Financial Advisor you will need:

• Degree or equivalent experience in a client-facing role
• Level 4 Diploma in Financial Planning / Regulated Financial Planning (essential)
• Level 6 / Chartered status (desirable but not essential)
• Strong technical knowledge of pensions, IHT planning, and current legislation
• Excellent communication skills and ability to manage complexity under strict timelines
• Highly organised with effective diary management

What's in It for You

• Competitive salary and benefits package
• Generous annual leave plus option to purchase additional days
• Enhanced maternity pay and family-forming benefits
• Pension plan with employer contributions
• Health and wellbeing perks, including medical cover and gym subsidy
• Ongoing training and development, with opportunities to gain further certifications
• Collaborative, supportive work environment

Take the next step in your financial advice career - apply today and help clients achieve their goals while advancing your own. Email your cv to

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.