Senior Financial Adviser

Chartered Financial Planner - High Wycombe, South East England

Ref: 1389Thursday 19 October 2023

£100,000 - £130,000

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Are you an accomplished Senior Financial Adviser ready to embrace a new opportunity? Look no further! We are seeking an experienced Financial Adviser to take on a book of existing clients that have had relationships with the IFA firm for between 10 – 15 years from a team of retiring Advisers.


As a Senior Financial Adviser, you'll play a pivotal role in our clients Marlow office, contributing three days a week to their vibrant team and 2 days from home. We're in search of a seasoned professional to guide and mentor colleagues and serve on the investment committee. With the impending retirement of 2-3 advisers in the next three years, you'll inherit a remarkable opportunity to oversee a portfolio of HNW clients, each boasting an average of £2 million AUM.

The team stands at the forefront of the financial advisory landscape, they are a Chartered firm renowned for its excellence in providing bespoke solutions to Ultra High Net Worth clients. With a team of 28 dedicated professionals, they are on an exciting journey to expand to 40 members within the next 12 to 18 months.


Support on offer:

You will receive support from a dedicated Paraplanner and Administrator, you'll experience unwavering assistance, enabling you to focus on delivering unparalleled advice and service.

What is on Offer:

  • Competitive Compensation: Enjoy a base salary ranging from £100,000 to £130,000. The team is ready to stretch for extraordinary talent capable of bringing substantial AUM to the table.
  • Lucrative Bonus Scheme: They recognise your expertise and efforts. The bespoke bonus scheme rewards you for transitioning existing clients and generating new business from your inherited portfolio.
  • Equity-Driven Future: Be part of the vision! While you won't be present at the imminent event, you'll stand shoulder-to-shoulder with the team for the next equity-driven milestone.
  • Professional Growth: Nurture your leadership skills and shape the future of finance. Join the senior team to drive progress, inspire growth, and leave a lasting impact.

Who We're Looking For:

  • A desire to contribute to our ongoing expansion and influence, alleviating capacity challenges while enriching client relationships.
  • Adept at orchestrating intricate financial strategies, encompassing Estate Planning, Business Planning, Tax Advice, VCT, and Employee Benefit Schemes.
  • An exceptional communicator, capable of effortlessly engaging with London-based business owners.
  • Chartered or nearly Chartered with a desire to become Chartered as soon as possible is essential.
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