Role: Experienced Financial Advisor

Location: Penn/High Wycombe

Salary: £65,000–£70,000 base, with commission (six-figure potential)

Overview:

A well-backed boutique wealth management firm is seeking an experienced financial advisor to service approximately 200 high-net-worth clients. The role offers a blend of advisory work, client relationship management, and business development opportunities.

Key Responsibilities:

• Manage and maintain a portfolio of HNW clients, providing tailored financial advice.
• Build strong client relationships and ensure a high standard of service.
• Prepare and deliver financial plans, investment reviews, and reports.
• Collaborate with colleagues to ensure compliance with regulatory and internal standards.
• Identify opportunities to grow the client base and enhance revenue through advisory services.
• Attend client meetings and follow up on actions as required.

Key Requirements:

• Proven experience as a financial advisor, ideally within a boutique or wealth management environment.
• Strong client relationship management skills.
• Excellent communication and presentation abilities.
• Knowledge of regulatory requirements and compliance standards.
• Ability to work independently and manage a portfolio of clients efficiently.
• Ambition to contribute to a growing client base and achieve high performance.



Additional Information:

• Office located just outside London, avoiding a hectic commute.
• Attractive commission structure with clear six-figure earning potential.
• Opportunity to work with a financially strong firm and high-calibre clients.