Senior Financial Planner & Wealth Strategy Advisor

St. James’s Place; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of experience and a Level 4 Diploma in Financial Planning. Key responsibilities include managing client portfolios and delivering bespoke advice on investments, retirement planning, and tax-efficient strategies. This role offers the benefit of innovative technology and administrative support to enhance client service.

Qualifications

• At least 3-5 years of experience as a financial adviser with a demonstrable record of success.
• Chartered or Certified status is desirable.
• Ability to communicate complex financial concepts clearly.

Responsibilities

• Build and maintain strong relationships with existing clients.
• Deliver bespoke financial advice across various areas including retirement and tax mitigation.
• Manage a portfolio of clients effectively.

Skills

Client Engagement

Financial Advice & Planning

Case Management

Regulatory Compliance

New Business Development

Collaboration

Continual Professional Development

Education

Level 4 Diploma in Financial Planning (DipPFS or equivalent)

Job description

A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of experience and a Level 4 Diploma in Financial Planning. Key responsibilities include managing client portfolios and delivering bespoke advice on investments, retirement planning, and tax-efficient strategies. This role offers the benefit of innovative technology and administrative support to enhance client service.