Financial Advisor

Job Title: Financial Adviser

Location: Marlow, Buckinghamshire (Hybrid - 2 days WFH)

Salary: Competitive + Performance Bonus

Contract: Full-time, Permanent

About the Role:

We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships.

Key Responsibilities:

• Conduct detailed financial reviews and create tailored plans for clients.
• Advise on investments, pensions, tax, trusts, and estate planning.
• Build and maintain strong relationships with HNW clients.
• Collaborate with other professionals to deliver holistic advice.
• Supervise and support administrators and paraplanners.
• Stay up-to-date with market trends, products, and regulations.

Requirements:

• Minimum 5 years' experience as a Financial Adviser managing HNW clients.
• Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable.
• Strong technical knowledge of UK investment, tax, trust, and pension products.
• Excellent communication, analytical, and problem-solving skills.
• Commitment to client-focused advice and confidentiality.

Benefits:

• Competitive salary + performance-based bonuses.
• Pension, death in service, and cashplan benefits.
• 25 days annual leave.
• Flexible working with 2 days WFH.
• Professional development and career progression opportunities.

How to Apply:

If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.