img
Permanent

Financial Advisor - Full Client Book

Beaconsfield
money-bag 60000.00-60000.00 Annual
3127754845
Posted Yesterday

Financial Advisor - Full Client Book£60k - £70k + Bonus Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support Full-time PermanentAre 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 adviceConduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate managementDevelop and present holistic wealth management strategies, aligned with regulatory standards and client goalsCollaborate with in-house specialists including tax advisers, portfolio managers, and legal expertsStay informed on market trends, legislative changes, and product developments to ensure proactive, compliant adviceContribute to business development initiatives, mentoring junior advisers and helping grow the firm''s client baseFinancial Advisor Requirements:Level 4 Diploma in Financial Pla

Other jobs of interest...

Eden Rose
High WycombeYesterday
money-bag80000.00-80000.00 Annual
Brevere Group
LondonYesterday
money-bag100000.00-100000.00 Annual
Hays Specialist Recruitment Limited
LondonYesterday
money-bag45000.00-45000.00 Annual
Brevere Group
St. AlbansYesterday
money-bag75000.00-75000.00 Annual
HAYS
London
money-bag50000.00-50000.00 Annual
Hays Business Support
London5 days ago
money-bag£45000 - £50000/annum 50000
Hays Business Support
London5 days ago
money-bag45000.00-45000.00 Annual
Financial Divisions
Hungerford1 week ago
money-bag35000.00-35000.00 Annual
GCB Recruitment
Chelmsford1 week ago
money-bag50000.00-50000.00 Annual
Reed
London1 week ago
money-bag42000.00-42000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!