An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and experienced Financial Adviser to join their team. The company provides bespoke Wealth Planning Advice to both established HNW/UHNW clients and new clients which are referred through reputation and excellence. As part of the Amber River group, we are one of the fastest growing and largest national Independent Financial Advice companies.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company we offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.
We are seeking a highly skilled and experienced Financial Adviser to join our team, focusing on servicing our high-net-worth clients. This role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent individuals. The ideal candidate will be a trusted adviser, providing expert advice and tailored financial planning to help our clients achieve their financial goals.
Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
Advise on financial matters such as investment, estate planning, tax planning, and retirement strategies, ensuring compliance with all regulatory requirements.
Build and maintain long-term relationships with high-net-worth clients, offering a personal service and understanding their unique needs and objectives.
Stay abreast of new products, market trends, and regulatory changes to provide the best advice and service to our clients.
Develop and expand the client base through networking and referrals.
Directly supervising staff (Administrator and Paraplanner)
A minimum of 5+ years of experience as a Financial Adviser, with a proven track record of managing high net worth clients.
A Diploma in Financial Planning (DipPFS) or equivalent; Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
A commitment to client centric financial advice and confidentiality.
Competitive salary and performance-based bonuses.
Opportunities for professional development and career advancement.
A comprehensive benefits package, including pension, death in service, cashplan and 25 days annual leave.
Flexible working with 2 days remote working each week.
You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.