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Are you a driven, client-focused Financial Adviser looking for your next challenge?
An exciting opportunity has arisen for a qualified Independent Financial Adviser to join a well-established, client-centric financial planning firm based in Gerrards Cross. This is a new and strategic role ideal for someone with an existing client following and a passion for building lasting professional relationships.
Key Responsibilities:
* Provide holistic financial planning advice across pensions, investments, tax, and IHT.
* Leverage and develop relationships with an existing network of professional introducers, particularly within family law.
* Deliver expert advice to high-net-worth clients, with a focus on pensions in divorce (experience in this area preferred).
* Work collaboratively with a small team, sharing ideas and supporting growth.
* Drive business development by nurturing and expanding client and professional relationships.
Requirements:
* Minimum of 3 years' experience as a Financial Adviser, with a stable employment history.
* Strong technical knowledge in pensions, investments, taxation (IHT, CGT, income tax), allowances (Annual/Tapered, LSA, LSDBA), and portfolio construction.
* Confident communicator with excellent interpersonal and presentation skills.
* Self-motivated, proactive and able to manage time effectively.
* Comfortable with industry software (e.g., Intelliflo, Dynamic Planner, Selectapension).
* Proven track record of working with high-net-worth clients and maintaining long-term relationships.
* Competitive basic salary plus generous commission structure from day one
* 25 days holiday + UK bank holidays + office closure between Christmas and New Year
* Health Cash Plan
* Full admin and paraplanning support
* Flexible working environment
This is a fantastic opportunity to join a supportive and forward-thinking firm that truly puts clients first. You'll benefit from an established network of legal introducers, flexible working conditions, and a role where your ideas and contribution are genuinely valued.
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