Financial Adviser

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.

• 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.

• 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.