Our client, a growing wealth management business, has an urgent requirement for a Financial Adviser to look after an established portfolio of medium to high-value clients. This Financial Adviser role focuses primarily on client retention and servicing, allowing you to leverage your expertise in providing exceptional financial advice.
What makes this Financial Adviser position stand out?
- Take responsibility for an existing client bank requiring expert attention
- Office-based role in Maidenhead (2-3 days per week in office)
- Clients typically visit the office, with flexibility for home visits
- Full administrative and support team based in the office
- Be part of a supportive, collaborative culture
- Performance-related bonus scheme rewarding your success
As a Financial Adviser, you'll provide comprehensive financial planning advice, conduct regular client reviews, and ensure clients receive the highest standard of service. This is an excellent opportunity for a Financial Adviser who thrives on building client relationships and delivering quality outcomes.
Financial Adviser Requirements:
- Essential: Proven experience as a Financial Adviser with established client relationships
- Essential: Strong track record in financial planning and client management
- Essential: FCA approved (or ability to obtain approval)
- Desirable: Level 4 Diploma in Financial Planning or equivalent
- Desirable: Experience managing medium to high-value client portfolios
The Company
Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support.
Financial Adviser Benefits:
- Competitive salary: £60,000 - £65,000
- Attractive performance-related bonus
- Office-based working (2-3 days per week)
Location
Maidenhead-based opportunity. Ideal candidates will be commutable to the Maidenhead office.
Ready to take the next step in your Financial Adviser career? Apply today to discuss this exciting opportunity.
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Salary description
£60000.00 - £65000.00 per year