Financial Advisor

CAS‑Status Financial Advisor

Employment Type: Permanent or Self‑Employed Route Available (cash‑flow 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 CAS‑Status Financial Adviser with specialist expertise in Long‑Term Care (LTC) advice.

The firm offers a highly client‑centric financial planning proposition, delivering tailored guidance across investments, retirement, pensions, protection, and broader wealth management services. Their advisory model is built on long‑term 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 FCA‑regulated financial advice to clients.
• Conduct full fact‑finding, 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 Long‑Term 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 self‑employed model (cash‑flow supporting system).
• Ongoing development and support to continue building your advisory expertise.

Ideal For Advisers Who

• Enjoy providing high‑quality, 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 well‑structured financial planning environment.

How to Apply

If you're a qualified adviser with CAS status and LTC expertise — and you're looking for a long‑term, relationship‑driven role — we would love to hear from you.