Financial Planner

JR United Kingdom; Uxbridge; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm in Gerrards Cross is seeking a qualified Independent Financial Adviser. This role offers the chance to provide comprehensive financial advice to high-net-worth clients, leveraging existing networks and driving business development. With a competitive salary and generous commission structure, this opportunity is ideal for a motivated professional looking to make a significant impact in a supportive environment.

Benefits

25 days holiday + UK bank holidays

Health Cash Plan

Full admin and paraplanning support

Flexible working environment

Qualifications

• Minimum of 3 years' experience as a Financial Adviser.
• Strong technical knowledge in pensions, investments, taxation.
• Proven track record with high-net-worth clients.

Responsibilities

• Provide holistic financial planning advice across pensions and investments.
• Develop relationships with professional introducers.
• Deliver expert advice to high-net-worth clients.

Skills

Communication

Interpersonal Skills

Business Development

Client Relationship Management

Tools

Intelliflo

Dynamic Planner

Selectapension

Job description

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Are you a driven, client-focused Financial Adviser looking for your next challenge?

An exciting opportunity has arisen for a qualified Independent Financial Adviser to join a well-established, client-centric financial planning firm based in Gerrards Cross. This is a new and strategic role ideal for someone with an existing client following and a passion for building lasting professional relationships.

Key Responsibilities:

• Provide holistic financial planning advice across pensions, investments, tax, and IHT.
• Leverage and develop relationships with an existing network of professional introducers, particularly within family law.
• Deliver expert advice to high-net-worth clients, with a focus on pensions in divorce (experience in this area preferred).
• Work collaboratively with a small team, sharing ideas and supporting growth.
• Drive business development by nurturing and expanding client and professional relationships.

Requirements:

• Minimum of 3 years' experience as a Financial Adviser, with a stable employment history.
• Strong technical knowledge in pensions, investments, taxation (IHT, CGT, income tax), allowances (Annual/Tapered, LSA, LSDBA), and portfolio construction.
• Confident communicator with excellent interpersonal and presentation skills.
• Self-motivated, proactive and able to manage time effectively.
• Comfortable with industry software (e.g., Intelliflo, Dynamic Planner, Selectapension).
• Proven track record of working with high-net-worth clients and maintaining long-term relationships.
• Competitive basic salary plus generous commission structure from day one
• 25 days holiday + UK bank holidays + office closure between Christmas and New Year
• Health Cash Plan
• Full admin and paraplanning support
• Flexible working environment

This is a fantastic opportunity to join a supportive and forward-thinking firm that truly puts clients first. You'll benefit from an established network of legal introducers, flexible working conditions, and a role where your ideas and contribution are genuinely valued.