Financial Adviser
Full Client Book
Buckinghamshire / Hybrid
Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support
Full-time | Permanent
Are you an experienced and client-focused Financial Adviser ready to take the next step in your career?
It is seeking a Financial Adviser to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.
It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.
With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.
Financial Adviser Role:
*Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
*Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
*Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
*Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
*Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
*Contribute to business development initiatives, mentoring junior advisers and helping grow the firm’s client base
Financial Adviser Requirements:
*Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
*Proven track record of client retention, asset growth, and delivering exceptional service
*Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
*Excellent interpersonal, communication, and relationship-building skills
*Client-first mindset with the ability to navigate complex financial needs
Financial Adviser What’s On Offer:
*A competitive negotiable remuneration package with performance-based incentives
*Access to a high-quality client base
*Full paraplanning and administrative support to allow you to focus on client relationships
*Opportunities for continued professional development and progression to leadership roles
*A flexible, collaborative, and forward-thinking work environment