We are seeking an experienced Senior Financial Adviser to join a dynamic advisory team. This is an opportunity for a trusted, client-focused professional to deliver high-quality financial planning and wealth management services, mentor junior advisers, and contribute to business growth.
Key responsibilities - Deliver comprehensive financial advice to a portfolio of clients, covering investments, retirement planning, pensions, protection, tax-efficient strategies, estate planning and cashflow modelling. - Conduct detailed financial reviews, risk profiling and suitability assessments; prepare clear, compliant advice documentation and recommendations. - Build and maintain strong client relationships, ensuring excellent service, retention and referral generation. - Support business development activities including client seminars, referrals and proactive contact strategies. - Mentor and coach junior advisers and support staff; contribute to team training and process improvements. - Ensure compliance with professional and regulatory standards; maintain up-to-date knowledge of market developments, products and legislation. - Use financial planning software, CRM systems and Excel to produce client reports and manage workflows.
Essential skills and experience - Proven experience as a financial adviser with a track record of delivering holistic advice and managing a client book. - Recognised financial planning qualification (e.g., CFP, Chartered status or equivalent) and relevant regulatory certifications. - Deep knowledge of investments, pensions, tax-efficient planning, protection and estate planning. - Strong analytical skills and proficiency with financial planning tools, Excel and CRM systems. - Excellent interpersonal and communication skills with the ability to explain complex concepts clearly. - Commercial acumen with a focus on client outcomes and business development. - Experience supervising or mentoring junior staff and contributing to a collaborative team environment. - High standards of professionalism, integrity and compliance.
