UHNW Client Advisor

4 weeks ago


Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time
We're Looking for a Financial Planning Expert: To support the delivery of financial planning services to our high-net-worth clients, we need a Chartered Financial Planner with experience in managing complex financial relationships.

Your Key Responsibilities:
  • Take ownership of an existing book of clients and build strong relationships with ultra-high-net-worth (UHNW) clients.
  • Work closely with our Partners to develop business growth strategies.

What You Need:
  • 5+ years of experience as a financial planner.
  • Ability to build trust with UHNW clients and understand their complex financial needs.
  • Strong communication and interpersonal skills.

Our Benefits Package:
  • A competitive salary: £90,000 - £100,000 per annum.
  • A flexible working environment that allows you to work from home or our Stafford office.
  • Ongoing training and development opportunities to help you grow in your career.

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