Financial Advisor

Artemis Clarke Ltd; Marlow; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Pension

Death in service

Cash plan

25 days annual leave

Job summary

Artemis Clarke Ltd in Marlow, Buckinghamshire, is looking for an experienced Financial Adviser to join a high-performing wealth planning team serving high-net-worth clients. You will provide expert guidance on investments, estate planning, tax and retirement strategies with the highest service standards.

In this role you will conduct detailed financial reviews, develop personalised plans, advise on investment, tax, trust, estate and retirement planning, and build long-term client relationships

Qualifications

• Minimum 5 years' experience as a Financial Adviser with HNW clients.
• Diploma in Financial Planning (DipPFS) or equivalent; Chartered status preferred.
• Strong knowledge of UK financial products, markets and regulations.
• Excellent communication, negotiation and analytical skills.

Responsibilities

• Conduct detailed financial reviews and develop strategic, personalised plans.
• Advise clients on investment, tax, trust, estate and retirement planning.
• Build and maintain long-term relationships with HNW clients.
• Supervise and support staff, including administrators and paraplanners.
• Grow the client base through referrals and networking.

Skills

Communication

Negotiation

Analytical skills

Education

Diploma in Financial Planning (DipPFS)

Chartered status (preferred)

Job description

Financial Advisor

We are seeking an experienced Financial Adviser to join a high-performing wealth planning team, servicing high-net-worth clients based in Marlow, Buckinghamshire. You will provide expert, tailored advice on investments, estate planning, tax and retirement strategies while maintaining the highest service standards.

Key Responsibilities

• Conduct detailed financial reviews and develop strategic, personalised plans
• Advise clients on investment, tax, trust, estate and retirement planning
• Build and maintain long-term relationships with HNW clients
• Supervise and support staff, including administrators and paraplanners
• Grow the client base through referrals and networking

Requirements

• Minimum 5 years' experience as a Financial Adviser with HNW clients
• Diploma in Financial Planning (DipPFS) or equivalent; Chartered status preferred
• Strong knowledge of UK financial products, markets and regulations
• Excellent communication, negotiation and analytical skills

Competitive salary plus performance-based bonus, pension, death in service, cash plan and 25 days' annual leave. Flexible working: 2 days WFH.