Hybrid Senior Wealth Advisor

Placements24; Mansfield Woodhouse; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Bonus scheme

Medical aid

Professional development

Hybrid work

Job summary

Placements24 is seeking a seasoned Senior Financial Advisor for a wealth management client operating in hybrid mode. You will deliver comprehensive financial planning, including investments, retirement and estate planning, and risk management, while fostering long-term client relationships and maintaining high service standards.

The role requires 5–7 years of experience, CFP preferred, and strong communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field is required.
• CFP or similar professional certification is highly preferred.
• Minimum 5–7 years of experience in financial planning and advisory roles.
• Proven track record of managing client portfolios and achieving objectives.

Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Analyze clients' financial situations to identify needs and objectives.
• Provide expert advice on investment strategies, market trends, and portfolio management.
• Monitor portfolios and adjust as needed to meet goals and risk tolerance.
• Stay informed about regulatory changes and new financial products.
• Build and maintain long‑lasting client relationships through regular communication and exceptional service.
• Conduct regular reviews with clients to assess progress and update plans.
• Collaborate with other financial professionals to provide holistic solutions.
• Actively seek new clients through networking and referrals.

Skills

Financial planning

Client relationship management

Communication skills

Sales skills

Regulatory compliance

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a seasoned Senior Financial Advisor for a wealth management client operating in hybrid mode. You will deliver comprehensive financial planning, including investments, retirement and estate planning, and risk management, while fostering long-term client relationships and maintaining high service standards.

The role requires 5–7 years of experience, CFP preferred, and strong communication skills.