Senior Financial Adviser
We are seeking an experienced Senior Financial Adviser to join a dynamic advisory team. This is an opportunity for a trusted, client-focused professional to deliver high‑quality financial planning and wealth management services, mentor junior advisers, and contribute to business growth.
Key responsibilities
* Deliver comprehensive financial advice to a portfolio of clients, covering investments, retirement planning, pensions, protection, tax‑efficient strategies, estate planning and cashflow modelling.
* Conduct detailed financial reviews, risk profiling and suitability assessments; prepare clear, compliant advice documentation and recommendations.
* Build and maintain strong client relationships, ensuring excellent service, retention and referral generation.
* Support business development activities including client seminars, referrals and proactive contact strategies.
* Mentor and coach junior advisers and support staff; contribute to team training and process improvements.
* Ensure compliance with professional and regulatory standards; maintain up‑to‑date knowledge of market developments, products and legislation.
* Use financial planning software, CRM systems and Excel to produce client reports and manage workflows.
Essential skills and experience
* Proven experience as a financial adviser with a track record of delivering holistic advice and managing a client book.
* Recognised financial planning qualification (e.g., CFP, Chartered status or equivalent) and relevant regulatory certifications.
* Deep knowledge of investments, pensions, tax‑efficient planning, protection and estate planning.
* Strong analytical skills and proficiency with financial planning tools, Excel and CRM systems.
* Excellent interpersonal and communication skills with the ability to explain complex concepts clearly.
* Commercial acumen with a focus on client outcomes and business development.
* Experience supervising or mentoring junior staff and contributing to a collaborative team environment.
* High standards of professionalism, integrity and compliance
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