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Permanent

Financial Advisor

Buckinghamshire
money-bag 60000.00-60000.00 Annual
3085441749
Posted Today

Job Title: Financial AdviserLocation: Marlow, Buckinghamshire (Hybrid - 2 days WFH)Salary: Competitive + Performance BonusContract: Full-time, PermanentAbout the Role:We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships.Key Responsibilities:Conduct detailed financial reviews and create tailored plans for clients.Advise on investments, pensions, tax, trusts, and estate planning.Build and maintain strong relationships with HNW clients.Collaborate with other professionals to deliver holistic advice.Supervise and support administrators and paraplanners.Stay up-to-date with market trends, products, and regulations.Requirements:Minimum 5 years'' experience as a Financial Adviser managing HNW clients.Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable.Strong technical knowledge of UK investment, tax, trust, and pension products.Excellent communication, analytical, and problem-solving skills.Commitment to client-focused advice and confidentiality.Benefits:Competitive salary + performance-based bonuses.Pension, death in service, and cashplan benefits.25 days annual leave.Flexible working with 2 days WFH.Professional development and career progression opportunities.How to Apply: If you are a technically skilled adviser who thrives managing HNW client re

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