SENIOR FINANCIAL ADVISOR PREFERABLY CHARTERED OR MINIMUM DIPLOMA QUALIFIED - MARLOW, BUCKINGHAMSHIRE

Reed; Greater London; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

A leading chartered financial planning firm in Marlow is seeking a skilled Senior Financial Advisor. The successful candidate will provide expert financial planning for high net-worth clients, requiring a deep understanding of financial markets and investment strategies. This role offers professional development and a supportive work environment.

Benefits

Competitive salary and performance-based bonuses

Professional development and career progression opportunities

Comprehensive benefits package including pension and 25 days annual leave

Flexible working arrangements, including 2 days WFH

Qualifications

• Minimum 5 years of experience as a Financial Adviser managing high net worth clients.
• Preferably hold Chartered Financial Advisor status.
• Comprehensive knowledge of UK financial products, markets, and regulations.

Responsibilities

• Focus on servicing high net-worth clients with tailored financial planning.
• Develop and maximize client relationships effectively.

Skills

Communication

Negotiation

Problem-Solving

Analytical

Education

Diploma in Financial Advising

Chartered Financial Advisor status

Job description

A GREAT ROLE OPPORTUNITY LINKED TO A CHARTERED FINANCIAL PLANNING FIRM IN THE BUCKINGHAMSHIRE AREA, MARLOW. THE ROLE IS FOR A SENIOR FINANCIAL ADVISOR WITH A MINIMUM OF A DIPLOMA QUALIFICATION, BUT PREFERREDLY CHARTERED, AND AT LEAST 5 YEARS OF EXPERIENCE IN THE FIELD. THE SUCCESSFUL CANDIDATE WILL FOCUS ON SERVICING HIGH NET-WORTH CLIENTS, REQUIRING A DEEP UNDERSTANDING OF FINANCIAL MARKETS, INVESTMENT STRATEGIES, AND THE UNIQUE NEEDS OF AFFLUENT INDIVIDUALS. THE IDEAL CANDIDATE WILL BE A TRUSTED, SKILLED ADVISOR PROVIDING EXPERT, TAILORED FINANCIAL PLANNING TO HELP CLIENTS ACHIEVE THEIR FINANCIAL GOALS.

UPDATED REQUIREMENTS:

• Minimum of 5 years of experience as a Financial Adviser managing high net worth clients.
• Preferably hold Chartered Financial Advisor status.
• Comprehensive knowledge of UK financial products, markets, and regulations.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving skills.
• Maintaining and recording CPD accurately.
• Ability to work independently and within a team.

APPLICATION REQUIREMENTS:

• Experience in a similar technical role with demonstrated ability to develop and maximize client relationships.
• Chartered status and comprehensive technical knowledge of investments, tax, trusts, and pension products for HNW clients.

THIS IS AN EXCELLENT OPPORTUNITY TO JOIN A CHARTERED FINANCIAL PLANNING COMPANY THAT VALUES ITS EMPLOYEES AND FOSTERS A POSITIVE WORK ENVIRONMENT.

OFFERINGS INCLUDE:

• Competitive salary and performance-based bonuses.
• Opportunities for professional development and career progression.
• A dynamic, supportive work environment with access to advanced technology and research tools.
• A comprehensive benefits package including pension, death in service, cash plan, and 25 days annual leave.
• Flexible working arrangements, including 2 days WFH.

THIS ROLE IS AN EXCELLENT FIT FOR A SKILLED SENIOR FINANCIAL ADVISOR, PREFERABLY CHARTERED, WITH AT LEAST 5 YEARS OF EXPERIENCE, LOOKING TO JOIN A GREAT CLIENT-FOCUSED COMPANY.