Job Description
Senior Financial Adviser
We are seeking an experienced Senior Financial Adviser to join a dynamic advisory team. This is an opportunity for a trusted, client-focused professional to deliver high-quality financial planning and wealth management services, mentor junior advisers, and contribute to business growth.
Key responsibilities
- Deliver comprehensive financial advice to a portfolio of clients, covering investments, retirement planning, pensions, protection, tax-efficient strategies, estate planning and cashflow modelling.
- Conduct detailed financial reviews, risk profiling and suitability assessments; prepare clear, compliant advice documentation and recommendations.
- Build and maintain strong client relationships, ensuring excellent service, retention and referral generation.
- Support business development activities including client seminars, referrals and proactive contact strategies.
- Mentor and coach junior advisers and support staff; contribute to team training and process improvements.
- Ensure compliance with professional and regulatory standards; maintain up-to-date knowledge of market developments, products and legislation.
- Use financial planning software, CRM systems and Excel to produce client reports and manage workflows.
Essential skills and experience
- Proven experience as a financial adviser with a track record of delivering holistic advice and managing a client book.
- Recognised financial planning qualification (e.g., CFP, Chartered status or equivalent) and relevant regulatory certifications.
- Deep knowledge of investments, pensions, tax-efficient planning, protection and estate planning.
- Strong analytical skills and proficiency with financial planning tools, Excel and CRM systems.
- Excellent interpersonal and communication skills with the ability to explain complex concepts clearly.
- Commercial acumen with a focus on client outcomes and business development.
- Experience supervising or mentoring junior staff and contributing to a collaborative team environment.
- High standards of professionalism, integrity and compliance.
