Financial Advisor

About the role

We are seeking an experienced Financial Advisor to join a growing wealth‑management firm in Maidenhead. You will take ownership of an existing client bank, focusing on retention and high‑quality service.

Key responsibilities

• Manage and develop relationships with medium to high‑value clients.
• Provide comprehensive financial planning advice and conduct regular client reviews.
• Collaborate with an in‑house administrative and support team.
• Attend the office 2‑3 days per week and conduct home visits as required.

Required profile

• Proven experience as a Financial Advisor with an established client base.
• Strong track record in financial planning and client management.
• FCA approval or ability to obtain it.
• Desirable: Level 4 Diploma in Financial Planning or equivalent.

Required skills

What we offer

• Competitive salary £60,000‑£65,000 per year.
• Performance‑related bonus scheme.
• Supportive, collaborative culture with full administrative support.
• Hybrid working model – office presence 2‑3 days a week.