Financial Advisor

Pratap Partnership Ltd; Escrick; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A well-regarded boutique investment management firm is seeking an experienced, client-focused Financial Adviser to join its growing Financial Planning and Advisory team. This full-time, permanent role is hybrid-remote, requiring regular travel to offices in London, Birmingham, and York. The successful candidate will provide holistic financial planning to high-net-worth clients, ensuring compliance with regulatory standards while collaborating with the Investment Management team.

Qualifications

• Minimum 10 years’ experience as a Financial Adviser.
• Proven success advising high-net-worth clients.
• Experience in a boutique or private wealth setting desirable.

Responsibilities

• Deliver personalised financial advice across key areas.
• Build and maintain strong client relationships through regular reviews.
• Conduct fact-finding meetings and develop bespoke strategies.

Skills

Communication

Relationship Building

Knowledge of Pensions

Tax Planning

Estate Strategies

Education

Level 6 qualification or Chartered status

Tools

Voyant

CashCalc

Job description

Financial Adviser

A well-regarded boutique investment management firm is seeking an experienced, client-focused Financial Adviser to join its growing Financial Planning and Advisory team. This full-time, permanent role is hybrid-remote, with regular travel required to offices in London, Birmingham, and York.

The Role

An excellent opportunity for a seasoned adviser to provide holistic financial planning to high-net-worth clients. The role involves delivering tailored advice across pensions, tax, estate planning, and investments within a collaborative, consultative environment.

Key Responsibilities:

• Deliver personalised financial advice across key areas.
• Build and maintain strong client relationships through regular reviews.
• Conduct fact-finding meetings and develop bespoke strategies.
• Ensure compliance with regulatory and internal standards.
• Collaborate with the Investment Management team on integrated solutions.
• Attend regular meetings at offices in London, Birmingham, and York.
• Support client acquisition through referrals and networking.

About You:

• Minimum 10 years’ experience as a Financial Adviser.
• Level 6 qualified or Chartered status preferred.
• Proven success advising high-net-worth clients.
• Strong knowledge of pensions, tax planning, and estate strategies.
• Excellent communication and relationship-building skills.
• Willingness and ability to travel regularly within the UK.
• Experience in a boutique or private wealth setting desirable.
• Familiarity with financial planning tools such as Voyant or CashCalc is a plus.