Financial Advisor

Burton Recruitment; Liverpool City Region; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid working options

Job summary

Burton Recruitment is seeking an experienced Financial Advisor to deliver holistic advice to HNW & UHNW clients. You will provide pensions, investments, and bespoke financial planning, tailoring strategies to individual goals within a client-centric, compliant framework.

The role includes portfolio management, ongoing client guidance, and business development in a hybrid working environment. Growth and professional development are key priorities.

Qualifications

• Experience delivering holistic financial advice to high net worth clients.
• Strong knowledge of pensions, investments and financial planning.
• Ability to build and manage long-term client relationships.

Responsibilities

• Provide pensions, investments and financial planning advice tailored to client needs.
• Develop, implement and monitor tailored financial plans to achieve client goals.
• Build and maintain client relationships with ongoing guidance.
• Ensure compliance with regulatory requirements and maintain accurate client files.
• Research market developments and financial products to offer effective solutions.
• Identify opportunities to expand the client base via referrals and networking.

Skills

Pensions advice

Investments

Regulatory compliance

Client relationship management

Business development

Education

Financial Adviser qualification

Tools

CRM software

Portfolio management tools

Job description

Financial Advisor - HNW & UHNW Clients

Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Financial Advisor, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients

Key Responsibilities include:

• Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
• Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
• Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
• Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
• Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
• Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections

In return they offer

• Highly competitive salary and benefits package
• Hybrid working options
• Opportunities for professional and personal development and career advancement within a supportive environment

This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery