Financial Adviser – Wealth Advice for HNW Clients

About the role

We are seeking a Financial Adviser to join a leading UK wealth‑advice firm serving high‑net‑worth clients across the region. You will work remotely while supporting clients through both face‑to‑face and virtual meetings, helping them achieve their financial objectives.

Key responsibilities

• Deliver holistic financial advice to new and existing clients through face‑to‑face and virtual meetings.
• Build and maintain long‑term relationships, helping clients understand and achieve their immediate and ongoing financial goals.
• Manage existing client portfolios and generate new business from volume leads.
• Provide professional expertise, technical analysis and ongoing support to ensure clients meet their financial objectives.

Required profile

• Minimum 2 years of client‑facing financial advice experience.
• Level 4 Diploma in financial advice (or equivalent) with CAS and SPS knowledge.
• Good understanding of financial planning principles.

Required skills

What we offer

• Competitive salary up to £75,000.
• Potential total remuneration exceeding £100,000.
• Excellent holiday and pension allowances.
• Support from regional offices and admin/paraplanning team.
• Access to an established brand and high‑net‑worth client base.