Financial Planner

Financial Adviser – Private Client Servicing Salary: Up to £70,000 basic OTE: £90,000+ Working Pattern: Office-based initially, hybrid available post sign-off A global, investment-led financial planning firm is looking to appoint an experienced Financial Adviser to join its Private Client Advice team. The firm provides regulated advice to a large, established UK client base and operates within a highly structured, well-governed environment. This role is focused on delivering high-quality, holistic financial advice to existing and prospective clients, supported by strong infrastructure, specialist teams, and clear development pathways. The Role Provide ongoing regulated financial advice to an existing client bank Advise across pensions, investments, ISAs, bonds, and estate planning Deliver retirement and drawdown advice, including complex planning scenarios Provide inheritance tax and trust planning advice Use cashflow modelling to create tax-efficient financial strategies Optimise investment wrappers and tax positioning Deliver advice primarily via phone and written communication Increase face-to-face client meetings as you progress Work closely with internal specialists and operate within a robust T