Senior Financial Adviser

Financial Planning - Swindon, South West England

Ref: 1272Monday 15 January 2024

£75,000 - £80,000

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My client, an Independent Wealth Management boutique are currently seeking a highly motivated Senior Financial Adviser to join their dynamic team.

As a Senior Financial Adviser, you will play a key role in providing strategic financial advice and wealth management services to a diverse client base, including private investors, business owners, senior executives, and trustees.

With a minimum of 5 years of experience as an Adviser, you will leverage your expertise in business development and your strong client relationships to nurture an existing book of clients and expand it further. Additionally, my client welcomes Advisers who can bring in a larger client following, with the option of equity shares in the firm.

Working in collaboration with the firm's Partners, you will actively contribute to the high-growth stage of the company. This role offers the flexibility to work remotely, with occasional in-office meetings to maintain the team environment that has been carefully cultivated. The salary for this position is £75-80K base, accompanied by attractive bonuses and company benefits.

Our client, established over 30 years ago, takes pride in delivering comprehensive and strategic financial solutions to their clients. When necessary, they collaborate with independent specialists to ensure their clients receive expert advice on all aspects of their finances.

If you are a driven and ambitious Senior Financial Adviser with a strong track record in business development, exceptional client management skills, and preferably a following, we encourage you to apply for this role. This is an opportunity to join a well-established consultancy that values professional growth, encourages collaboration, and rewards success.

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