💼 £45k-£50k DOE + strong bonus
Join a fast‑growing, highly respected wealth management firm offering full training, progression and an assigned client bank from day one.
What you'll do:
* Advise clients via video/phone
* Deliver high‑quality holistic financial planning
* Support rollout of a new digital platform
* Manage reviews, admin & reports
* Build strong relationships + new business
* Work toward a higher‑value client bank over time
What you need:
* 2+ years IFA experience
* Level 4 Diploma (or working toward Chartered)
* Strong pensions, trust & IHT knowledge
* Tech‑savvy with CRMs/cashflow tools
Desirable: Intelligent Office experience.
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
Salary description
£45000.00 - £50000.00 per year