Senior Financial Adviser - Manager

Job Title: Senior Financial Adviser / ManagerIndustry: Financial ServicesLocation: BuckinghamshireSalary: £75,000Job Ref: 9234

Job Description: Senior Financial Adviser / Manager

Recruit UK is delighted to represent a fantastic opportunity for an experienced Senior Financial Adviser and Manager to join a well-established financial advice firm with offices in Buckinghamshire.

About the Company:

This UK-wide company specialises in providing independent financial planning and wealth management advice. With a strong reputation and a solid client base, they are a trusted name in the industry.

The Role: Senior Financial Adviser / Manager

In this dual role, you will lead and manage a team of Senior Financial Planners, Financial Advisers, and support staff (circa 24 employees), taking overall responsibility for running the Buckinghamshire office. Alongside your management duties, you will continue to provide independent financial advice to an existing client bank and engage with new high-net-worth (HNW) client enquiries. You’ll be expected to manage and grow your own client portfolio, with full paraplanning and administrative support provided.

What’s in it for You:

• Competitive Starting Salary: Up to £75k+
• Leadership Role: Head of Office, managing a team of 24 employees
• Career Progression: Clear pathway for further growth
• Established HNW Client Bank: Inherit existing clients
• Qualified HNW Leads: Typical clients with £500k+ to invest
• Lucrative Bonus Scheme: OTE £100k+
• Comprehensive Benefits Package: Life insurance (DIS), flexible benefits, pension
• Flexible Working Options: Hybrid model (office/home-based)
• Supportive Environment: Dedicated IFA, paraplanning, compliance, and admin support
• Professional Development: Study support available

Skills and Experience Required:

• Diploma in Financial Planning (Dip PFS) or equivalent, ideally working towards Chartered status
• Proven experience as a Financial Adviser, with a desire to step into a management role
• Strong leadership and team management skills
• Ability to balance management responsibilities with providing high-quality client advice

This role is ideal for an experienced Financial Adviser seeking a challenging and rewarding leadership opportunity within a well-established firm. You’ll have the chance to drive office performance while continuing to develop your client-facing advisory career.