Back to search
Financial Adviser
A well-regarded boutique investment management firm is seeking an experienced, client-focused Financial Adviser to join its growing Financial Planning and Advisory team. This full-time, permanent role is hybrid-remote, with regular travel required to offices in London, Birmingham, and York.
The Role
An excellent opportunity for a seasoned adviser to provide holistic financial planning to high-net-worth clients. The role involves delivering tailored advice across pensions, tax, estate planning, and investments within a collaborative, consultative environment.
Key Responsibilities:
- Deliver personalised financial advice across key areas.
- Build and maintain strong client relationships through regular reviews.
- Conduct fact-finding meetings and develop bespoke strategies.
- Ensure compliance with regulatory and internal standards.
- Collaborate with the Investment Management team on integrated solutions.
- Attend regular meetings at offices in London, Birmingham, and York.
- Support client acquisition through referrals and networking.
About You:
- Minimum 10 years’ experience as a Financial Adviser.
- Level 6 qualified or Chartered status preferred.
- Proven success advising high-net-worth clients.
- Strong knowledge of pensions, tax planning, and estate strategies.
- Excellent communication and relationship-building skills.
- Willingness and ability to travel regularly within the UK.
- Experience in a boutique or private wealth setting desirable.
- Familiarity with financial planning tools such as Voyant or CashCalc is a plus.
