Your purpose
As an experienced Financial Advisor, you will lead the wealth management provision for a high-net-worth client base. You are here to provide tailored holistic advice, preserving wealth across complex estates, while embedding trusted, long-term advisory relationships across all private client and commercial introductions.
What the job involves
- Advise high-net-worth individuals, business owners, and families on complex planning strategies.
- Formulate bespoke retirement, investment, tax mitigation, and succession planning strategies.
- Deepen commercial connections with accountancy partners to maximise high-value referral flow.
- Maintain meticulous regulatory files, advice suitability records, and compliance standards.
Financial Advisor Requirements
- Level 4 Diploma in Regulated Financial Planning or equivalent (Essential).
- Proven track record advising high-net-worth clients across investments and pensions (Essential).
- Chartered Financial Planner status or active progression towards Level 6 (Essential).
- Previous exposure to comprehensive cash-flow modelling software (Desirable).
Behind the role
You join a collaborative, quality-focused wealth management practice that prioritises technical rigour over aggressive volume. Working alongside professional partners, you will operate within a mature, collegiate environment that respects adviser autonomy.
What you get in return
- Competitive salary dependent on experience, reflecting high-net-worth expertise.
- Attractive earnings structure linked directly to managed portfolio development.
- Warm client flow generated exclusively via established chartered accountancy partners.
- Dedicated paraplanning and technical administrative practice support.
What happens next
Your application comes directly to Premier Jobs UK, not straight to the employer. Our specialist team reviews every application and replies to every candidate, whether or not you are progressed. Where your experience fits, we aim to arrange a preliminary call to discuss your career objectives in detail. We never send your details to our client without your clear agreement.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Financial Advisor in Beaconsfield employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
