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Financial Adviser – Up to £75,000 + Hybrid Working
Empower clients to achieve their financial aspirations while enjoying the flexibility and support of a dynamic wealth management firm.
The Opportunity
Join a client-centric wealth management firm as a Financial Adviser, managing an enviable portfolio of 30 high-net-worth clients, each with an average of £600,000 in Assets Under Management (AUM). Benefit from a hybrid working model, with 3 days in the office and 2 from home, alongside steady incoming client enquiries to grow your portfolio organically. This is a role that balances exceptional client service with the opportunity to expand your professional expertise.
Why Join Us?
Attractive Salary: Up to £75,000 plus performance bonuses.
Comprehensive Benefits: Pension, life insurance, private healthcare, online GP access, generous holiday allowance with buy-more options, and discounted shopping schemes.
Support for Growth: Full coverage of training and qualification costs, mentoring opportunities, and clear pathways for career advancement.
Hybrid Working Model: Flexibility to work remotely 2 days a week, ensuring a balanced work-life dynamic.
What You’ll Do
Client Management: Oversee and nurture a portfolio of high-net-worth clients, delivering ongoing advice and regular financial reviews with 12-1 Paraplanning and Admin support.
Tailored Solutions: Provide bespoke financial advice on investments, pensions, tax planning, and more, ensuring each client’s unique goals are met.
Collaboration: Work closely with para-planners and administrators to produce lifetime cashflow forecasts, suitability reports, and actionable financial plans.
New Business Development: Convert steady, high-quality enquiries generated by the firm into long-term client relationships.
Expert Guidance: Leverage your expertise to assist colleagues and contribute to a supportive, growth-focused team culture.
What We’re Looking For
Qualified Professional: Level 4 Diploma in Financial Planning (Chartered status preferred).
Proven Experience: A strong track record of advising high-net-worth clients, with an ability to provide clear and practical financial advice.
Technical Proficiency: Solid knowledge of cashflow modelling, pensions, investments, and tax planning.
Relationship-Builder: Exceptional interpersonal skills, with the ability to build trust and foster long-term client relationships.
Collaborative Mindset: A team player eager to contribute to a positive and supportive work environment.
Next Steps
If you're ready to advance your career as a Financial Adviser with a firm that values professional development, work-life balance, and exceptional client service, we’d love to hear from you.
Apply now and take the next step toward a fulfilling career in wealth management.
