Financial Planner (Uxbridge)

Are you a driven, client-focused Financial Adviser looking for your next challenge?

An exciting opportunity has arisen for a qualified Independent Financial Adviser to join a well-established, client-centric financial planning firm based in Gerrards Cross. This is a new and strategic role ideal for someone with an existing client following and a passion for building lasting professional relationships.

Key Responsibilities:

• Provide holistic financial planning advice across pensions, investments, tax, and IHT.
• Leverage and develop relationships with an existing network of professional introducers, particularly within family law.
• Deliver expert advice to high-net-worth clients, with a focus on pensions in divorce (experience in this area preferred).
• Work collaboratively with a small team, sharing ideas and supporting growth.
• Drive business development by nurturing and expanding client and professional relationships.

Requirements:

• Minimum of 3 years\’ experience as a Financial Adviser, with a stable employment history.
• Diploma qualified (minimum Level 4).
• Strong technical knowledge in pensions, investments, taxation (IHT, CGT, income tax), allowances (Annual/Tapered, LSA, LSDBA), and portfolio construction.
• Confident communicator with excellent interpersonal and presentation skills.
• Self-motivated, proactive and able to manage time effectively.
• Comfortable with industry software (e.g., Intelliflo, Dynamic Planner, Selectapension).
• Proven track record of working with high-net-worth clients and maintaining long-term relationships.

Benefits:

• Competitive basic salary plus generous commission structure from day one
• 25 days holiday + UK bank holidays + office closure between Christmas and New Year
• Workplace pension
• Health Cash Plan
• Full admin and paraplanning support
• Flexible working environment

This is a fantastic opportunity to join a supportive and forward-thinking firm that truly puts clients first. You\’ll benefit from an established network of legal introducers, flexible working conditions, and a role where your ideas and contribution are genuinely valued.