Join a growing wealth management firm where your expertise in financial planning will directly impact high-net-worth clients' financial success.
Financial Advisor – Full Client Book
£60k – £70k + Bonus
Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support
Full-time | Permanent
Are you an experienced and client-focused Financial Advisor ready to take the next step in your career?
We are seeking a Financial Advisor to join our growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.
We take a lot of pride in integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.
With a strong reputation and a collaborative culture, we offer the perfect platform for ambitious professionals looking to make a real impact.
Financial Advisor 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 Advisor 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 Advisor 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
Job Types: Full-time, Permanent
Pay: £60,000.00-£70,000.00 per year
Application question(s):
- We abide by GDPR and will require your consent to collect, hold, store and use any personal data? Do you give your consent?
Work Location: In person
