Senior Financial Advisor - Holistic Planning (Hybrid)

mbf; England; Hybrid; GBP 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Full paraplanning and administrative support

Professional development support

Job summary

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. The role offers a competitive base salary starting at £65,000 with additional bonuses based on performance and client growth. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted client relationships. Enjoy the benefits of a hybrid working model, with a supportive team environment focused on client outcomes.

Qualifications

• Must have current CAS and Statement of Professional Standing (SPS).
• Proven ability to build trusted client relationships.

Responsibilities

• Deliver holistic financial planning advice to existing clients.
• Provide tailored solutions across a range of financial areas.

Skills

Strong technical knowledge across pensions

Client relationship management

Organised and proactive

Education

Level 4 Diploma in Financial Planning

Job description

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. The role offers a competitive base salary starting at £65,000 with additional bonuses based on performance and client growth. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted client relationships. Enjoy the benefits of a hybrid working model, with a supportive team environment focused on client outcomes.