Financial Adviser

Financial Adviser - Wealth Management

Bishop's Stortford

Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support and a full client book.

Full-time Permanent

Join a Leading Wealth Management Firm!

Are you an experienced and client-focused financial adviser ready to take the next step in your career?

It is seeking a Senior Financial Adviser to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.

With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.

Financial Adviser Role:

• Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
• Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
• Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
• Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
• Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
• Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base

Financial Adviser Requirements:

• Minimum 5 years' experience in a financial advisory role, ideally within wealth management or private banking
• Level 6 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
• Proven track record of client retention, asset growth, and delivering exceptional service
• Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
• Excellent interpersonal, communication, and relationship-building skills
• Client-first mindset with the ability to navigate complex financial needs

What's On Offer:

• A competitive remuneration package with performance-based incentives
• Access to a high-quality client base
• Full paraplanning and administrative support to allow you to focus on client relationships
• Opportunities for continued professional development and progression to leadership roles
• A flexible, collaborative, and forward-thinking work environment