Senior Financial Advisor

5 days ago

Buckinghamshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Senior Financial Adviser - Manager


Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

Industry: Financial Services

Location: Buckinghamshire

Salary: £75,000

Job Ref: 9234

Job Description: Senior Financial Adviser - Manager

Recruit UK are working on an excellent opportunity for a Senior Financial Adviser - Manager to join a well-established UK Financial Advice company with offices in Buckinghamshire and Hertfordshire.

Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role: Senior Financial Adviser - Manager

Managing Senior Financial Planners, Financial Advisers, and support teams (circa 25 employees) you will be responsible for leading and managing these offices whilst managing an existing client bank and dealing with new HNW client enquiries. You will still provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.

What’s in it for you:

  • Competitive starting salary £75k+
  • Management responsibilities – Head of Office
  • Manage 25 employees
  • Career progression
  • Existing HNW client bank
  • HNW Client leads – Typical clients £500k to invest
  • Excellent bonus schemes - OTE £100k+
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support

Skills and experience required:

  • Diploma (Dip PFS) or equivalent, ideally enroute to Chartered
  • Role would suit an experienced Adviser looking to progress into management

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