Senior Financial Advisor

JR United Kingdom; Marlow; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

An award-winning financial planning firm seeks a skilled Financial Adviser to support high-net-worth clients. This dynamic role involves crafting tailored financial strategies, ensuring compliance, and fostering long-term relationships. Join a supportive environment that prioritizes employee development and offers opportunities for professional growth. With a commitment to excellence, this firm provides the tools and resources necessary to thrive in the financial advisory space. If you are passionate about delivering exceptional service and want to make a real difference in clients' lives, this position is perfect for you.

Benefits

Competitive salary

Performance-based bonuses

Professional development opportunities

Comprehensive benefits package

Flexible working options

25 days annual leave

Qualifications

• 5+ years of experience as a Financial Adviser managing HNW clients.
• Chartered status is highly desirable for this role.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances.
• Advise on investment, estate planning, and retirement strategies.
• Build and maintain long-term relationships with HNW clients.

Skills

Financial Planning

Investment Strategies

Estate Planning

Tax Planning

Client Relationship Management

Analytical Skills

Communication Skills

Education

Diploma in Financial Planning (DipPFS)

Chartered Status

Job description

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An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and experienced Financial Adviser to join their team. The company provides bespoke Wealth Planning Advice to both established HNW/UHNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and our team of fully Chartered Advisers are committed to providing the highest levels of service. As part of the Amber River group, we are one of the fastest growing and largest national Independent Financial Advice companies.

The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company we offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.

The Role

We are seeking a highly skilled and experienced Financial Adviser to join our team, focusing on servicing our high-net-worth clients. This role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent individuals. The ideal candidate will be a trusted adviser, providing expert advice and tailored financial planning to help our clients achieve their financial goals.

Key responsibilities

• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
• Advise on financial matters such as investment, estate planning, tax planning, and retirement strategies, ensuring compliance with all regulatory requirements.
• Build and maintain long-term relationships with high-net-worth clients, offering a personal service and understanding their unique needs and objectives.
• Stay abreast of new products, market trends, and regulatory changes to provide the best advice and service to our clients.
• Work collaboratively with other professionals, such as accountants and solicitors, to provide a holistic service to clients.
• Ensure the highest levels of client satisfaction and service standards.
• Develop and expand the client base through networking and referrals.
• Directly supervising staff (Administrator and Paraplanner)

Requirements:

• A minimum of 5+ years of experience as a Financial Adviser, with a proven track record of managing high net worth clients.
• A Diploma in Financial Planning (DipPFS) or equivalent; Chartered status is highly desirable.
• Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities.
• A commitment to client centric financial advice and confidentiality.
• Making sure CPD is maintained and recorded accurately.
• The ability to work independently and as part of a team.

We Offer

• Competitive salary and performance-based bonuses.
• Opportunities for professional development and career advancement.
• A dynamic and supportive work environment, with access to the latest technology and research tools.
• A comprehensive benefits package, including pension, death in service, cashplan and 25 days annual leave.
• Flexible working with 2 days remote working each week.

How to apply

• To apply for this position, you must have worked in a similar technical role and be able to demonstrate your ability to develop and maximise client relationships.
• You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.
• This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment.