Financial Adviser - Financial Planning

Are you an experienced Financial Adviser seeking your next Financial Adviser job with an established wealth management firm? This Financial Adviser opportunity in Maidenhead offers you the chance to take ownership of an existing client bank and build lasting relationships. Our client, a growing wealth management business, has an urgent requirement for a Financial Adviser to look after an established portfolio of medium to high-value clients. This Financial Adviser role focuses primarily on client retention and servicing, allowing you to leverage your expertise in providing exceptional financial advice. What makes this Financial Adviser position stand out? - Take responsibility for an existing client bank requiring expert attention - Office-based role in Maidenhead (2-3 days per week in office) - Clients typically visit the office, with flexibility for home visits - Full administrative and support team based in the office - Performance-related bonus scheme rewarding your success As a Financial Adviser, you'll provide comprehensive financial planning advice, conduct regular client reviews, and ensure clients receive the highest standard of service. This is an excellent opportunity for a Financial Adviser who thrives on building client relationships and delivering quality outcomes. Financial Adviser Requirements: - Proven experience as a Financial Adviser with established client relationships - Strong track record in financial planning and client management - Level 4 Diploma in Financial Planning or equivalent - Experience managing medium to high-value client portfolios The Company Our client is an established wealth management firm experiencing significant growth. Financial Adviser Benefits: - Competitive salary: £Attractive performance-related bonus - Office-based working (2-3 days per week) Location Maidenhead-based opportunity. Ideal candidates will be commutable to the Maidenhead office. Ready to take the next step in your Financial Adviser career?