Senior Financial Advisor

A highly regarded and rapidly expanding wealth management firm is seeking a Senior / Director level Financial Adviser to join its leadership team.

This is a strategic, client‑facing role for an experienced adviser who wants to operate at a senior level, managing an established client bank, driving new business, and mentoring the next generation of advisers as the business continues to grow.

The Role

• Provide holistic wealth advice across pensions, retirement, investments, tax and estate planning
• Manage and grow long‑term, high‑value client relationships
• Develop and implement bespoke financial strategies for clients and prospects
• Play a key role in business development and revenue growth
• Stay ahead of regulatory and pension legislation changes
• Work collaboratively with senior colleagues to maximise client and commercial outcomes
• Coach, mentor and develop junior advisers, ensuring consistently high professional and technical standards
• Act as a senior figure within the advisory team, contributing to best practice and strategic direction

About You

• Chartered or working towards Chartered status
• Dip CII, CISI (or equivalent) with current Statement of Professional Standing
• At least 5 years’ experience in a client facing advisor role
• Strong expertise in pensions and retirement planning
• Proven ability to generate new business and retain long‑term clients
• Commercially astute, credible at senior level and comfortable leading by example
• Excellent communication, influencing and mentoring skills
• Highly compliant, organised and confident operating in a regulated environment

Why This Opportunity?

• Competitive salary c£100K + bonus and benefits
• Senior / Director level position with genuine influence
• Access to an established client bank alongside strong growth opportunities
• Fast‑growing firm with clear progression and leadership pathways
• Opportunity to mentor, lead and shape the future of the advisory team

Interested in a senior advisory role with real influence?

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