Financial Advisor - Full Client Book

Financial Advisor – Full Client Book £60k – £70k + Bonus Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support Full-time | Permanent Are you an experienced and client-focused Financial Advisor ready to take the next step in your career? It is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice. It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions. With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact. Financial Advisor Role: • Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice • Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management • Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals • Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts • Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice • Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base Financial Advisor Requirements: • Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred • Proven track record of client retention, asset growth, and delivering exceptional service • Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning • Excellent interpersonal, communication, and relationship-building skills • Client-first mindset with the ability to navigate complex financial needs Financial Advisor What’s on Offer: • A competitive negotiable remuneration package with performance-based incentives • Access to a high-quality client base • Full paraplanning and administrative support to allow you to focus on client relationships • Opportunities for continued professional development and progression to leadership roles • A flexible, collaborative, and forward-thinking work environment