Financial Adviser
A well-regarded boutique investment management firm is seeking an experienced, client-focused Financial Adviser to join its growing Financial Planning and Advisory team. This full-time, permanent role is hybrid-remote, with regular travel required to offices in London, Birmingham, and York.
The Role
An excellent opportunity for a seasoned adviser to provide holistic financial planning to high-net-worth clients. The role involves delivering tailored advice across pensions, tax, estate planning, and investments within a collaborative, consultative environment.
Key Responsibilities:
Deliver personalised financial advice across key areas.
Build and maintain strong client relationships through regular reviews.
Conduct fact-finding meetings and develop bespoke strategies.
Ensure compliance with regulatory and internal standards.
Collaborate with the Investment Management team on integrated solutions.
Attend regular meetings at offices in London, Birmingham, and York.
Support client acquisition through referrals and networking.
About You:
Minimum 10 years’ experience as a Financial Adviser.
Level 6 qualified or Chartered status preferred.
Proven success advising high-net-worth clients.
Strong knowledge of pensions, tax planning, and estate strategies.
Excellent communication and relationship-building skills.
Willingness and ability to travel regularly within the UK.
Experience in a boutique or private wealth setting desirable.
Familiarity with financial planning tools such as Voyant or CashCalc is a plus.