Senior Financial Advisor

3 weeks ago


Crawley, West Sussex, United Kingdom Pavilion Recruitment Solutions Full time

Senior Financial Advisor

Location: West Sussex / Hybrid Working

Competitive Salary Package

Position Overview

As part of a prestigious Wealth Management firm recognized for its ethical and client-focused approach to comprehensive Financial Planning, you will play a vital role in fostering the ongoing success of the organization by delivering tailored Financial Planning services to a well-established client base.

Your primary responsibility will be to offer expert Financial Advice to individual clients and families, assisting them in achieving their financial objectives and aspirations. The firm prioritizes client interests and optimal outcomes, making this role ideal for a seasoned Financial Planner whose values align with this fundamental principle.

Key Responsibilities:

  • Conducting annual Financial Reviews with an established clientele, utilizing both in-person meetings and virtual consultations
  • Evaluating clients' financial objectives to help them realize their aspirations
  • Proactively seeking opportunities for new business and referrals within the organization
  • Promoting the company’s commitment to client-centric service
  • Collaborating with other departments to ensure an exceptional client experience
  • Understanding and adhering to Compliance and Regulatory standards in Financial Planning
  • Engaging in continuous professional development with the support of the organization

Candidate Profile:

  • Chartered Financial Planner, accredited through the CII, or on the verge of achieving this – current CAS is essential
  • Specializations in Pensions, Trusts, and Long-Term Care are advantageous
  • Client-oriented – adept at working with families, entrepreneurs, and specialized professionals
  • Proven ability to nurture existing relationships and cultivate new ones
  • Motivated to pursue personal development and embrace change with the support of the organization
  • Dedicated to providing the highest level of service to clients

Compensation and Benefits:

  • Market-leading salary
  • Uncapped bonus potential
  • Life Assurance coverage
  • Private Medical Insurance
  • 13% pension contribution
  • Flexible working arrangements

Salary: Competitive, plus uncapped bonus potential.



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