Financial Advisor - Client Book

Financial Advisor - Full Client Book

£60k - £70k + Bonus

Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support

Full-time Permanent

Are you an experienced and client-focused Financial Advisor ready to take the next step in your career?

It is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.

With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.

Financial Advisor Role:

• Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
• Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
• Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
• Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
• Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
• Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base

Financial Advisor Requirements:

• Level 4 Diploma in Financial Planning (DipPFS or equivalent);
  Chartered or working towards Chartered status preferred
• Proven track record of client retention, asset growth, and delivering exceptional service
• Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
• Excellent interpersonal, communication, and relationship-building skills
• Client-first mindset with the ability to navigate complex financial needs

Financial Advisor What's on Offer:

• A competitive negotiable remuneration package with performance-based incentives
• Access to a high-quality client base
• Full paraplanning and administrative support to allow you to focus on client relationships
• Opportunities for continued professional development and progression to leadership roles
• A flexible, collaborative, and forward-thinking work environment