Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice and manage client portfolios.
- Company: Join a successful financial planning firm in Milton Keynes with a dynamic team.
- Benefits: Enjoy a competitive salary, flexible working, and ongoing professional development.
- Why this job: Make a real impact on clients' financial wellbeing while growing your career.
- Qualifications: 4 years of experience in financial services and a Level 4 Diploma required.
- Other info: Full administrative support and opportunities for Chartered status.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Experienced Financial Adviser – Client bank supplied – OTE £120k (No cap)
About the Firm
A successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers.
They provide comprehensive financial planning and investment advice to individuals, families, and business owners throughout the country.
Their approach integrates all aspects of our clients’ financial lives, including investment management, retirement planning, estate planning, mortgage, protection, and legacy planning.
About the Role
You will provide holistic financial planning and wealth management advice, tailored to each client’s unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients’ long-term financial wellbeing.
I am seeking an established Wealth Financial Adviser to join the existing dynamic and values-driven team.
This is a key client-facing role for a professional who is both technically skilled and relationship-oriented.
The individual they are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach.
Personal attributes are important; you should be self-motivated but also able to work as part of a wider team.
You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.
The benefits (Further earning details supplied on application)
- Competitive base salary of £50,000
- Existing client bank with ongoing fee structure – OTE £120,000 (No cap)
- Full administrative and paraplanning support.
- Support towards Chartered or Fellowship status.
- Opportunity to work with a leading local firm, within a respected network in holistic financial planning.
- Discretionary benefits, pension contributions, and flexible/hybrid working arrangements.
- A supportive, collaborative high-performance work environment.
- Ongoing opportunities for training and professional development.
- Regular company social events
- Free parking, onsite café
Key Responsibilities:
- Deliver tailored advice on investments, pensions, IHT planning, protection, estate planning, and broader wealth strategies.
- Manage and grow a portfolio of clients, building deep, long-term relationships.
- Conduct detailed fact-finding and cashflow modelling to understand clients’ current position and future goals.
- Collaborate with our client support team, product providers and other professionals to develop and implement financial plans.
- Maintain full compliance with FCA regulations and internal governance procedures.
- Actively contribute to firm-wide goals, including cross-referrals, knowledge sharing, and client service excellence.
- Engage in business development, client referrals, and professional networking as appropriate.
What will you need to succeed?
- 4 years Proven experience advising clients in a regulated financial services environment.
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
- Current Statement of Professional Standing (SPS).
- Demonstrated success working with complex financial planning cases across a variety of clients
- Strong technical knowledge across pensions, investments, tax planning, and estate planning.
- Excellent interpersonal, listening, and relationship management skills.
- Strong ethics and client-first mindset; comfortable working in a fee-based, consultative environment.
- Proficient in Microsoft Office Suite; experience with CRM, FE analytics, cashflow modelling software.
The individual we are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.
Senior Financial Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Showcase your interpersonal skills during any informal meetings or networking opportunities. Being personable is key for this role, so practice engaging conversations that highlight your ability to connect with clients.
✨Tip Number 3
Familiarise yourself with the latest trends in financial planning and investment strategies. This will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlighting your experience with complex financial cases will show that you're well-equipped for the challenges of this role.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, particularly focusing on your ability to manage client relationships and deliver tailored financial planning. Use specific examples that demonstrate your success with complex financial cases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention how your skills align with their needs, particularly your interpersonal skills and technical knowledge in areas like pensions and investments.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your Level 4 Diploma in Regulated Financial Planning and your current Statement of Professional Standing. This will help establish your credibility and expertise in the field.
Showcase Your Client-Centric Approach: In your application, emphasise your commitment to client outcomes and your ability to build long-term relationships. Provide examples of how you've successfully engaged with clients and contributed to their financial wellbeing.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Technical Knowledge
As a Senior Financial Advisor, you'll need to demonstrate your expertise in areas like pensions, investments, and tax planning. Prepare to discuss specific cases where you've successfully navigated complex financial situations, highlighting your technical skills.
✨Emphasise Relationship Management Skills
This role requires strong interpersonal skills. Be ready to share examples of how you've built and maintained long-term client relationships. Show that you can connect with clients on a personal level while providing tailored advice.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about how you would approach various client situations, including fact-finding and cashflow modelling, and be prepared to explain your thought process.
✨Demonstrate Your Team Spirit
While being self-motivated is important, this role also involves collaboration. Share experiences where you've worked effectively within a team, contributing to shared goals and supporting colleagues to achieve excellent client outcomes.
