Senior Chartered Financial Advisor - Hybrid, High-Value Clients

Signatus Recruitment; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in the United Kingdom is seeking an experienced Financial Advisor. This hybrid position offers a competitive salary of approximately £50,000 plus bonuses. The ideal candidate will have a strong background in financial planning and client management, with opportunities for progression within a supportive firm that values professional development. Regular travel to the office in Newry is required.

Benefits

KPI Bonus

Professional development support

Flexible working model

Qualifications

• 3+ years of experience as a Chartered or Certified Financial Advisor.
• Strong commercial sense with new business track record.
• Experience in independent financial advice, banking, or advisory roles.

Responsibilities

• Provide strategic advice across pensions, investments, and tax planning.
• Maintain relationships with high-net-worth clients.
• Manage an existing client book for retention and new business opportunities.

Skills

Financial planning

Client relationship management

Investment strategy

Tax planning

Education

Chartered or Certified CAS/FP/FA

DipFA/DipPFS or equivalent FCA

Job description

A financial planning firm in the United Kingdom is seeking an experienced Financial Advisor. This hybrid position offers a competitive salary of approximately £50,000 plus bonuses. The ideal candidate will have a strong background in financial planning and client management, with opportunities for progression within a supportive firm that values professional development. Regular travel to the office in Newry is required.