Senior Financial Advisor

Austyn Smith Associates Limited; Beaconsfield; On-site; GBP 65,000 - 90,000; Full time

Job summary

Austyn Smith Associates Limited, Beaconsfield-based award-winning financial planning and wealth management firm, seeks a Senior Financial Advisor to deliver independent, holistic guidance to families, entrepreneurs and retirees. This on-site role involves detailed client consultations, risk assessment, and developing tailored financial plans aligned with the firm’s cautious approach.

Day-to-day duties include reviewing investment portfolios, advising on retirement and income strategies,

Qualifications

• Proven expertise in holistic financial planning and advisory.
• Strong ability to design diversified portfolios with cautious risk management.
• Experience with retirement income strategies and wealth transfer planning.
• Excellent client relationship management and communication skills.
• Solid understanding of UK regulatory requirements and compliance.

Responsibilities

• Conduct detailed client consultations and assess objectives.
• Develop tailored financial plans aligned with client life stages.
• Review and manage investment portfolios and retirement income strategies.
• Coordinate tax-efficient planning options and compliant reporting.
• Maintain ongoing client relationships with regular reviews and follow-ups.
• Stay updated on regulatory developments and market trends to support prudent planning.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client Relationship Management

Communication

Interpersonal Skills

UK Regulatory Knowledge

Analytical & Problem-Solving

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

Company Description

Austyn Smith Associates Limited is an award-winning financial planning and wealth management firm known for its independent advice and cautious approach to money management. The firm serves families, entrepreneurs, and retirees who seek to protect and grow their assets while managing risk thoughtfully. Its trade-marked “Cautious Blend” strategy supports diversification and downside protection, particularly for clients transitioning into retirement and making long-term strategic decisions. With more than twenty-five years of experience navigating varied financial market conditions, the firm has built a reputation as a trusted choice for cautious clients. Operating as a family office, Austyn Smith Associates focuses on close personal relationships and bespoke financial planning delivered with care and respect.

Role Description

The Senior Financial Advisor will provide holistic, independent financial planning and wealth management advice to a portfolio of clients, including families, entrepreneurs, and retirees. This full-time, on-site role is based in Beaconsfield and involves conducting detailed client consultations, assessing financial objectives, risk tolerance, and life-stage needs, and developing tailored financial plans aligned with the firm’s “Cautious Blend” philosophy. Day-to-day responsibilities include reviewing and managing investment portfolios, advising on retirement and income strategies, coordinating tax-efficient planning options, and preparing clear, compliant recommendations and reports. The Senior Financial Advisor will maintain ongoing client relationships through regular reviews, respond to changing circumstances, and collaborate with internal colleagues and external professionals to ensure a high standard of service. The role also includes staying current with regulatory developments, market trends, and best practices to support prudent, long-term financial outcomes for clients.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to deliver comprehensive, client-centered advice.
• Candidates should possess solid Finance and Investments skills to design, monitor, and adjust diversified portfolios in line with a cautious risk profile.
• Candidates should possess expertise in Retirement Planning and related income strategies to support clients transitioning into and living in retirement.
• Candidates should possess excellent client relationship management, communication, and interpersonal skills to build trust and provide bespoke advice.
• Candidates should possess relevant professional qualifications (e.g., Level 4 Diploma in Financial Planning or equivalent, chartered status preferred) and a strong understanding of UK regulatory requirements.
• Candidates should possess proven experience in a senior advisory role, strong analytical and problem-solving abilities, and high ethical standards.