Experienced Chartered Financial Adviser | £90,000 + benefits

An exceptional opportunity for an experienced Chartered Financial Adviser to join a highly regarded, established wealth management business and take responsibility for a high-net-worth client bank.

This is a genuine relationship-led role for an adviser who enjoys working closely with successful individuals, families and business owners, providing comprehensive financial planning and becoming a trusted adviser over the long term.

You will inherit and manage an established portfolio of HNW clients, providing advice across areas including investment planning, retirement planning, tax and IHT planning, pensions, wealth structuring and succession planning.

The business has a strong professional-services background, giving you the opportunity to work alongside experienced tax and accounting professionals and other specialists to deliver genuinely holistic advice.

The opportunity:

• Manage and develop an established HNW client bank
• Build long-term relationships with successful individuals, families and business owners
• Provide holistic, independent financial planning advice
• Work closely with tax, accounting and investment specialists
• Take ownership of client relationships from initial advice through to ongoing reviews
• Join an established, highly reputable business with a strong professional-services proposition
• Excellent long-term career prospects within a growing wealth management division

The ideal candidate:

• Chartered Financial Planner / Chartered Financial Adviser
• Strong track record advising HNW clients
• Experienced managing an established client bank
• Technically strong across holistic financial planning
• Confident dealing with senior professionals, business owners and high-net-worth individuals
• Relationship-led, commercially minded and committed to delivering an exceptional client experience