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Permanent

Financial Adviser - Full Client Book

Beaconsfield
money-bag 60000.00-60000.00 Annual
Posted Yesterday

Financial Adviser - Full Client BookBeaconsfield £60k-£70k + Bonus Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support Full-time PermanentAre you an experienced and client-focused Financial Adviser ready to take the next step in your career?It is seeking a Financial Adviser 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 Adviser 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 Adviser Requirements:Level 4 Diploma in ..... full job details .....

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