Financial Divisions
An exciting opportunity has arisen for an ambitious Financial Adviser to join a fast-growing and highly successful St James’s Place Senior Partner Practice with an excellent reputation for delivering holistic financial planning to HNW and UHNW individuals.
The business has experienced significant growth and offers advisers the opportunity to work with affluent clients, supported by an experienced team Paraplanners and Administrators, allowing you to focus on providing exceptional advice and building long-term relationships.
As a Financial Adviser, you will provide bespoke financial planning advice across a broad range of areas, including investment planning, pension and retirement planning, inheritance tax and estate planning, protection, as well as trusts and intergenerational wealth planning.
Alongside managing existing client relationships, you will have the opportunity to develop your own client bank through referrals, networking and high-quality internally generated leads.
Responsibilities
- Deliver holistic financial planning advice tailored to the needs of HNW and UHNW clients.
- Build, manage and strengthen long-term client relationships.
- Develop strategies across investments, pensions, tax planning and estate structuring.
- Grow your client portfolio through self-generated business and company-provided opportunities.
- Work collaboratively with a dedicated support team to deliver an outstanding client experience.
- Maintain up-to-date technical knowledge and stay informed on industry developments and regulatory changes.
About You
- 2-3 years' experience as a Financial Adviser or Financial Planner.
- Level 4 Diploma qualified.
- Chartered status or working towards Chartered would be advantageous but is not essential.
- Strong relationship-building and communication skills with a client-first approach.
Package
- Basic salary of £50,000 – £70,000.
- No salary validation.
- 35% bonus on all Initial Advice Fees from self-generated business.
- 20% bonus on all Initial Advice Fees from company-generated leads.
- 20% bonus on all Ongoing Advice Fees.
Benefits
- 22 days annual leave, increasing to 25 days with length of service.
- Private Medical Insurance.
- Life Assurance and Income Protection.
- Ongoing training and professional development.
- Quarterly company social events.
- Hybrid working model.
- Excellent long-term career progression within a growing and highly respected wealth management practice.
This is an outstanding opportunity for a Financial Adviser looking to work with affluent clients, benefit from a strong support infrastructure and join a business with ambitious growth plans and a collaborative culture.
If this is of interest, please send your CV to Harry at Financial Divisions
To apply for this job please visit www.reed.co.uk.
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