Independent Financial Planner for High-Value Clients

Rayment Recruitment; England; On-site; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Generous bonus

Exam support if required

Full paraplanning and compliance support

Job summary

A leading wealth management firm in Buckinghamshire is seeking an experienced Financial Adviser to provide independent financial planning and investment management. This role involves managing an existing base of high-value clients while meeting FCA regulatory standards. A competitive salary plus bonuses and ongoing support for professional development is offered. Candidates must hold a Statement of Professional Standing and be experienced in investments and pensions.

Qualifications

• Experienced in financial planning, especially investments and pensions.
• Understanding of portfolio construction concepts.
• Ability to maintain ethical standards in a regulated environment.

Responsibilities

• Provide independent financial planning and investment management advice.
• Manage and develop a high-value portfolio of clients.
• Ensure compliance with FCA rules and firm policies.
• Develop new external business opportunities.

Skills

Excellent command of the English language

Exceptional interpersonal skills

Ability to analyze and interpret data

Presentation skills

Experience in a regulated office

High attention to detail

Ability to work under pressure

Continuous learning and development

Education

Statement of Professional Standing (SPS)

Formal qualification per FCA standards

Tools

MS Office

X-Plan

Voyant

FE Analytics

Job description

A leading wealth management firm in Buckinghamshire is seeking an experienced Financial Adviser to provide independent financial planning and investment management. This role involves managing an existing base of high-value clients while meeting FCA regulatory standards. A competitive salary plus bonuses and ongoing support for professional development is offered. Candidates must hold a Statement of Professional Standing and be experienced in investments and pensions.