Financial Advisor

Premier Jobs UK; Thatcham; On-site; GBP 60,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Office-based role in Maidenhead

Job summary

Premier Jobs UK requires an experienced Financial Adviser to take ownership of an existing client bank and deliver high-quality financial planning in Maidenhead. The role focuses on client retention, servicing, and building lasting relationships through excellent advisory support.

You will manage a portfolio of medium to high-value clients with strong administrative support, and a collaborative office-based environment 2–3 days per week in the Maidenhead office.

Qualifications

• Proven experience as a Financial Adviser with established client relationships.
• Strong track record in financial planning and client management.
• FCA approved (or ability to obtain approval).

Responsibilities

• Provide comprehensive financial planning advice and conduct regular client reviews.
• Build and maintain long-term client relationships to deliver quality outcomes.
• Deliver exceptional service to a medium/high-value client portfolio.

Skills

Client relationship management

Financial planning

Financial advice

Education

Level 4 Diploma in Financial Planning

Job description

Are you an experienced Financial Adviser seeking your next Financial Adviser job with an established wealth management firm? This Financial Adviser opportunity in Maidenhead offers you the chance to take ownership of an existing client bank and build lasting relationships.

Our client, a growing wealth management business, has an urgent requirement for a Financial Adviser to look after an established portfolio of medium to high-value clients. This Financial Adviser role focuses primarily on client retention and servicing, allowing you to leverage your expertise in providing exceptional financial advice.

What makes this Financial Adviser position stand out?

• Take responsibility for an existing client bank requiring expert attention
• Office-based role in Maidenhead (2-3 days per week in office)
• Clients typically visit the office, with flexibility for home visits
• Full administrative and support team based in the office
• Be part of a supportive, collaborative culture
• Performance-related bonus scheme rewarding your success

As a Financial Adviser, you'll provide comprehensive financial planning advice, conduct regular client reviews, and ensure clients receive the highest standard of service. This is an excellent opportunity for a Financial Adviser who thrives on building client relationships and delivering quality outcomes.

Financial Adviser Requirements:

• Essential: Proven experience as a Financial Adviser with established client relationships
• Essential: Strong track record in financial planning and client management
• Essential: FCA approved (or ability to obtain approval)
• Desirable: Level 4 Diploma in Financial Planning or equivalent
• Desirable: Experience managing medium to high-value client portfolios

The Company

Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support.

Financial Adviser Benefits:

• Competitive salary: £60,000 - £65,000
• Attractive performance-related bonus
• Office-based working (2-3 days per week)

Location

Maidenhead-based opportunity. Ideal candidates will be commutable to the Maidenhead office.