Senior Financial Advisor

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

We are working with a Chartered Financial Planning firm based in the West Midlands who are looking for a Senior Financial Adviser to take over an existing client base and grow things further.

Here is an overview of the role:

As a Senior Financial Adviser, you'll sit at the heart of our client relationships.

You'll take a long-term view of each client’s financial position, ambitions and lifestyle, leading their ongoing financial planning strategy and ensuring their plan evolves as their circumstances and priorities change.

Working closely with colleagues across the business, you'll bring together technical expertise, commercial judgement and genuine relationship-building to deliver a consistently exceptional client experience.

Your responsibilities will include:

• Building and nurturing trusted, long-term relationships with private clients and their families.
• Leading the delivery of holistic financial planning and strategic advice.
• Developing sophisticated lifestyle and wealth planning strategies tailored to individual client objectives.
• Taking responsibility for ongoing client relationships, reviews and strategic planning.
• Working collaboratively with the wider Financial Planning and operational teams to deliver an outstanding client experience.
• Communicating complex financial concepts clearly and confidently to clients and their families.
• Identifying changing client needs and proactively adapting financial strategies.
• Supporting clients through significant life events, financial decisions and periods of change.
• Maintaining the highest standards of technical accuracy, professionalism, compliance and client service.
• Contributing to the continued development of the financial planning proposition and the wider firm.

What's on Offer for the Senior Financial Adviser?

• Salary up to £120k DOE
• Competitive bonus and profit-sharing scheme
• Full paraplanning and admin support
• Strong benefits package
• Hybrid flexible working model

Senior Financial Adviser, Chartered, Financial Adviser, Financial Planner, Wealth Manager