Financial Advisor
Job Title: Financial AdviserLocation: Marlow, Buckinghamshire (Hybrid - 2 days WFH)Salary: Competitive + Performance BonusContract: Full-time, PermanentAbout the Role:We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships.Key Responsibilities:Conduct detailed financial reviews and create tailored plans for clients.Advise on investments, pensions, tax, trusts, and estate planning.Build and maintain strong relationships with HNW clients.Collaborate with other professionals to deliver holistic advice.Supervise and support administrators and paraplanners.Stay up-to-date with market trends, products, and regulations.Requirements:Minimum 5 years'' experience as a Financial Adviser managing HNW clients.Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable.Strong technical knowledge of UK investment, tax, trust, and pension products.Excellent communication, analytical, and problem-solving skills.Commitment to client-focused advice and confidentiality.Benefits:Competitive salary + performance-based bonuses.Pension, death in service, and cashplan benefits.25 days annual leave.Flexible working with 2 days WFH.Professional development and career progression opportunities.How to Apply: If you are a technically skilled adviser who thrives managing HNW client ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!