Senior Financial Advisor – High-Value Book, Hybrid

FM JOBS LIMITED; Chippenham; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Professional development

Chartered status support

Established client bank

Job summary

FM JOBS LIMITED in Chippenham is seeking a Financial Advisor to take ownership of an established client bank and support the team with new business as it comes in. The role focuses on delivering high-quality advice to clients already in the book, managing seven-figure portfolios, and maintaining strong relationships.

You will work in a small, collaborative team within a larger advisory group, with hybrid working arrangements and development toward chartered status.

Qualifications

• Diploma Level 4 qualification required.
• Proven experience advising high-net-worth clients with complex needs.
• Technical capability across pensions, investments and tax-efficient planning.

Responsibilities

• Manage an existing client book with seven-figure portfolios and recurring fees.
• Conduct client reviews and provide ongoing advice for business owners and professionals.
• Assist with new business referrals and relationship development without cold outreach.
• Deliver complex planning including pension recycling and large contributions.
• Attend meetings and build trusted client relationships.

Skills

Client relationship management

Pensions

Investments

Tax planning

High-net-worth engagement

Education

Diploma Level 4

Job description

FM JOBS LIMITED in Chippenham is seeking a Financial Advisor to take ownership of an established client bank and support the team with new business as it comes in. The role focuses on delivering high-quality advice to clients already in the book, managing seven-figure portfolios, and maintaining strong relationships.

You will work in a small, collaborative team within a larger advisory group, with hybrid working arrangements and development toward chartered status.