Financial Advisor: High-Value Clients, Hybrid Role

Premier Jobs UK; Swindon; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid working arrangement

Pension scheme

Professional development and chartered

Support towards Chartered status

Job summary

Premier Jobs UK is recruiting a Financial Advisor to manage an established client bank in Chippenham while collaborating with a skilled team on referrals and existing relationships. The role emphasizes quality, ongoing advice for high-net-worth clients and complex wealth scenarios.

You will review portfolios, perform client meetings, and deliver timely pension, investment, and tax-efficient planning guidance with a focus on client outcomes within a collaborative, supportive environment.

Qualifications

• Proven experience advising clients with substantial assets and complex needs.
• Technical capability across pensions, investments, and tax-efficient planning.
• Professional, authentic approach with gravitas to engage high-net-worth individuals.
• Chartered status, or actively working towards it.

Responsibilities

• Take ownership of an existing client bank while supporting the team with new business.
• Conduct client reviews and ongoing advice for business owners, professionals, and inherited wealth clients.
• Attend client meetings face to face and build trusted relationships.
• Deliver timely, quality advice to retain and grow the portfolio, including seven-figure holdings.

Skills

Client-facing experience

High-net-worth advisory

Pensions and investments

Tax-efficient planning

Chartered status pursuit

Education

Diploma Level 4 qualification

Job description

Premier Jobs UK is recruiting a Financial Advisor to manage an established client bank in Chippenham while collaborating with a skilled team on referrals and existing relationships. The role emphasizes quality, ongoing advice for high-net-worth clients and complex wealth scenarios.

You will review portfolios, perform client meetings, and deliver timely pension, investment, and tax-efficient planning guidance with a focus on client outcomes within a collaborative, supportive environment.