Senior Financial Advisor - Independent Wealth & Retirement

Austyn Smith Associates Limited

Beaconsfield

On-site

GBP 65,000 - 90,000

Full time

5 days ago

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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.