We are working with an established and growing Accountancy Practice with a strong wealth management team seeking an experienced Independent Financial Adviser to join their team.
This opportunity is particularly well suited to an adviser who enjoys working with high quality clients and delivering sophisticated financial planning, without the pressure of needing to bring or win new business in order to be successful.
Why this role?
A key strength of this opportunity is the quality and depth of the existing client bank. You will inherit and work with clients ranging from £500k to £10m plus, providing exposure to complex planning across investments, pensions, tax planning, estate planning and protection products.
The business has built a strong and sustainable flow of work through an established client base, a successful accountancy practice generating ongoing referrals, and a dedicated business development function.
If you can bring clients with you or you enjoy winning new work then great, you will be rewarded for doing so, but it’s not a necessity. The focus of this role will be on servicing, developing and maximising the potential of an existing portfolio, delivering high quality advice and building long term client relationships, rather than relying on self generation.
The role
- Provide holistic financial advice to high net worth individuals, families and trust structures
- Manage and develop an existing portfolio of clients
- Deliver tailored financial planning across pensions, investments, tax planning, estate planning and protection
- Conduct detailed financial reviews and create bespoke financial plans
- Ensure all advice meets regulatory and compliance standards
- Build strong long term relationships based on trust and professionalism
- Work closely with paraplanning and support teams to deliver efficient client outcomes
About you
- Minimum 2 years experience as a Financial Adviser
- Level 4 Diploma in Financial Planning or equivalent
- Experience advising clients across a range of financial planning areas
- Strong technical knowledge and ability to deliver tailored advice
- Confident communicator with a client focused approach
- High level of professionalism and attention to detail
Desirable
- Chartered status or working towards
- Experience working with high net worth or more complex client cases
What is on offer
- Competitive salary flexible for the right individual
- Hybrid working (3 days in office or client facing, 2 days from home)
- Strong Benefits (4x life cover, 6% pension, option to purchase additional holiday)
- Flexible and agile working environment
- Strong long term career opportunity as the business continues to grow
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