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We are seeking an experienced Financial Adviser to join a high-performing wealth planning team, servicing high-net-worth clients. You’ll provide expert, tailored advice on investments, estate planning, tax, and retirement strategies while maintaining the highest service standards.
You will also oversee a small team, including an administrator and paraplanner, ensuring seamless client service delivery.
Key Responsibilities
* Conduct detailed financial reviews and develop strategic, personalised plans.
* Advise clients on investment, tax, trust, estate, and retirement planning.
* Build and maintain long‑term relationships with HNW clients.
* Collaborate with other professionals for holistic client solutions.
* Stay up to date with market trends, products, and regulatory changes.
* Supervise and support staff, including administrators and paraplanners.
* Grow the client base through referrals and networking.
Requirements
* Minimum 5 years’ experience as a Financial Adviser with HNW clients.
* Diploma in Financial Planning (DipPFS) or equivalent; Chartered status preferred.
* Strong knowledge of UK financial products, markets, and regulations.
* Excellent communication, negotiation, and analytical skills.
* Commitment to client‑focused advice, confidentiality, and CPD.
* Ability to work independently and collaboratively.
* Competitive salary + performance‑based bonus.
* Professional development and career progression opportunities.
* Flexible working and supportive, dynamic environment.
* Pension, death in service, cash plan, and 25 days’ annual leave.
Location: Marlow, Buckinghamshire
Salary: Competitive + performance-based bonus
Contract: Full-time
Flexible working: 2 days WFH
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