Senior Financial Adviser – Holistic Wealth Planning (Hybrid)

Wealthlink Recruitment; Birmingham; Hybrid; GBP 108,000 - 132,000; Full time

Benefits offered by this job

Hybrid working

Bonus & profit-sharing

Paraplanning support

Benefits package

Job summary

Wealthlink Recruitment is partnering with a Chartered Financial Planning firm in the West Midlands to appoint a Senior Financial Adviser who will take over an existing client base and drive growth.

You'll provide holistic financial planning and ongoing reviews, leading client relationships with strong technical and advisory capabilities, while benefiting from paraplanning support and a hybrid working model.

Qualifications

• Experience delivering holistic financial planning.
• Strong client relationship management skills.
• Excellent knowledge of regulatory requirements.

Responsibilities

• Build and nurture trusted, long-term private client relationships.
• Lead delivery of holistic financial planning and strategic advice.
• Develop lifestyle and wealth planning strategies tailored to individual client objectives.
• Take responsibility for ongoing client relationships, reviews and strategic planning.
• Collaborate with teams to deliver outstanding client experience.
• Communicate complex financial concepts clearly to clients and families.
• Identify changing client needs and adapt financial strategies accordingly.
• Support clients through significant life events and major decisions.
• Maintain high standards of technical accuracy and compliance.
• Contribute to development of the financial planning proposition and wider firm.

Skills

Holistic financial planning

Client relationship management

Financial advice

Regulatory compliance

Job description

Wealthlink Recruitment is partnering with a Chartered Financial Planning firm in the West Midlands to appoint a Senior Financial Adviser who will take over an existing client base and drive growth.

You'll provide holistic financial planning and ongoing reviews, leading client relationships with strong technical and advisory capabilities, while benefiting from paraplanning support and a hybrid working model.