HNW Wealth Planner | £80K Basic + Bonus, Employed

Ortus PSR; Farnham; On-site; GBP 80,000 - 92,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking an experienced Employed Financial Adviser to manage high-net-worth client portfolios. You will deliver comprehensive advice on pensions, investments, and retirement planning, along with industry-leading support. The ideal candidate holds a Level 4 Diploma in Regulated Financial Planning and has relevant experience. This role offers a competitive salary of £80K plus bonuses.

Qualifications

• Experience as a Financial Adviser, Wealth Manager, or IFA is required.

Responsibilities

• Manage and grow an existing portfolio of HNW clients.
• Deliver independent, holistic advice across various financial areas.
• Convert qualified leads into long-term client relationships.
• Collaborate with paraplanners and admin for client service.
• Contribute to client retention and business growth.

Skills

Client relationship management

Holistic financial advice

Portfolio management

Education

Level 4 Diploma in Regulated Financial Planning

Job description

A leading financial advisory firm in the UK is seeking an experienced Employed Financial Adviser to manage high-net-worth client portfolios. You will deliver comprehensive advice on pensions, investments, and retirement planning, along with industry-leading support. The ideal candidate holds a Level 4 Diploma in Regulated Financial Planning and has relevant experience. This role offers a competitive salary of £80K plus bonuses.