Financial Services Manager

7 days ago


High Wycombe, Buckinghamshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview

**Job Title:** Senior Financial Advisor

**Industry:** Financial Services

**Location:** UK

**Salary:** £75,000

**Job Type:** Full-time

**Job Description:**

We are seeking an experienced Senior Financial Advisor to join our team at Recruit UK | Certified B Corp™. As a Senior Financial Advisor, you will be responsible for leading and managing a team of financial planners and advisers, while also managing an existing client bank and dealing with new high net worth (HNW) client enquiries.

**Key Responsibilities:**

  • Lead and manage a team of financial planners and advisers
  • Manage an existing client bank and develop new business opportunities
  • Provide independent financial advice to clients and make recommendations on how to best meet their goals
  • Manage and develop your own client bank
  • Full paraplanning and admin support

**What We Offer:**

  • Competitive starting salary of £75,000+
  • Management responsibilities and career progression opportunities
  • Existing HNW client bank and leads
  • Excellent bonus schemes with OTE £100k+
  • Excellent benefits package, including DIS, Flex Bens, and Pension
  • Flex working arrangements, including office and home-based options
  • IFA, Paraplanning, Compliance, and Administration support
  • Study support

**Requirements:**

  • Diploma (Dip PFS) or equivalent, ideally en route to Chartered status
  • Experience in a similar role, with a strong track record of success


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