Senior Financial Advisor

3 weeks ago


London, Greater London, United Kingdom Synchronicity Financial Services Full time

Position Overview:
Synchronicity Financial Services is on the lookout for exceptional Financial Planners to enhance our London operations at the Senior Director level.

Key Responsibilities:
As a Chartered Financial Planner, you will leverage your extensive expertise in advising Ultra High Net Worth (UHNW) clients with complex financial needs, typically involving portfolios exceeding £10 million. You will have the opportunity to manage existing clients and benefit from a robust internal referral system, supported by a dedicated paraplanning team.

Career Development:
This position does not initially include leadership duties; however, there is potential for advancement into a player/manager role for the right candidate, should you choose to pursue that path.

Work Environment:
Employees typically work in the office 2-3 days per week, fostering a collaborative atmosphere. We offer a competitive benefits package along with a performance-based bonus structure that exceeds the base salary.



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