Financial Advisor
We are seeking an experienced Financial Adviser to join a high-performing wealth planning team, servicing high-net-worth clients based in Marlow, Buckinghamshire. You will provide expert, tailored advice on investments, estate planning, tax and retirement strategies while maintaining the highest service standards.
Key Responsibilities
- Conduct detailed financial reviews and develop strategic, personalised plans
- Advise clients on investment, tax, trust, estate and retirement planning
- Build and maintain long-term relationships with HNW clients
- Supervise and support staff, including administrators and paraplanners
- Grow the client base through referrals and networking
Requirements
- Minimum 5 years' experience as a Financial Adviser with HNW clients
- Diploma in Financial Planning (DipPFS) or equivalent; Chartered status preferred
- Strong knowledge of UK financial products, markets and regulations
- Excellent communication, negotiation and analytical skills
Competitive salary plus performance-based bonus, pension, death in service, cash plan and 25 days' annual leave. Flexible working: 2 days WFH. If you'd like to know more, please get in touch with sam@artemisrecruitment.co.uk to apply.
