Financial Advisor

About Our Client

Our client is a fast-growing wealth management firm, trusted by high-net-worth individuals for delivering tailored investment strategies and financial planning. Their Wealth Planning team plays an increasingly influential role in helping clients achieve their long-term goals through expert advice on pensions, tax planning, and investment solutions.

The Opportunity

This is an exciting chance to join a growing team within a respected firm, where you’ll manage and develop relationships with HNW clients and deliver bespoke financial strategies. You’ll work closely with portfolio managers and specialists to provide a truly integrated wealth management experience.

The role

• Manage a portfolio of high-value client relationships, overseeing the delivery and execution of tailored wealth planning strategies.
• Provide comprehensive financial advice across pensions, tax planning, and investment solutions, ensuring all recommendations are compliant and client-focused.
• Actively develop new client relationships through networking and referrals, supported by the firm’s resources.
• Conduct regular client reviews, document agreed actions, and implement strategies promptly.
• Identify new planning opportunities that align with clients’ objectives and enhance their financial position.
• Collaborate with internal teams and act as a trusted source of technical knowledge on financial planning matters.
• Maintain up-to-date technical expertise through CPD and professional qualifications.

We are looking for

• Experience advising high-net-worth individuals on wealth planning and tax strategies.
• Strong technical knowledge of pensions, taxation, and investment structures.
• RDR Level 6 (Chartered) preferred, or Level 4 with a clear pathway toward Level 6.
• Current Statement of Professional Standing (SPS).
• Excellent interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• Professional, organised, and motivated, with strong analytical and numeracy skills.

If you are interested in learning more, please apply in the first instance on LinkedIn – there is no need to send an additional message on LinkedIn as all applications will be reviewed. We regret that we may not be able to respond to every applicant. Many thanks for your interest.