Wealth Management Professional

3 days ago


Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time
Financial Planning Advisor Opportunity

We are looking for a talented Chartered Financial Planner to join our team in Stafford, focusing on delivering exceptional financial planning services to ultra-high-net-worth (UHNW) clients.

Role Description
  1. Supporting Partners in managing relationships with UHNW clients and providing financial planning advice.
  2. Analyzing and advising on complex financial products, such as offshore bonds and trusts.
  3. Developing and implementing tailored financial plans to meet the needs of high-net-worth clients.
Requirements and Qualifications
  • Relevant qualifications, including the Level 6 Diploma in Regulated Financial Advice and potentially a Qualified Pension Specialist certification.
  • Significant experience in providing financial planning advice to high-net-worth clients, with a proven track record of success.
Benefits and Remuneration
  • A competitive salary: £90,000 - £100,000 per annum, reflecting your expertise and experience.
  • A dynamic and supportive work environment, offering opportunities for growth and development.


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