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Independent Financial Adviser – HNW Client Base

Astral Recruitment · Richmond

Senior 🇬🇧 English

Job description

About the role

We are partnering with an award‑winning independent financial advisory firm in Sussex that is expanding its team of experienced advisers. The successful candidate will join a well‑established practice serving high‑net‑worth (HNW) clients, with a ready client base and full support from paraplanning and administration teams.

Key responsibilities

  • Provide comprehensive financial advice and wealth‑management solutions to HNW individuals.
  • Develop and maintain tailored investment, retirement, and tax strategies.
  • Collaborate with paraplanners and administrative staff to ensure efficient service delivery.
  • Stay up‑to‑date with regulatory changes and market developments.

Required profile

  • Proven experience as a financial adviser with a track record of success.
  • Ability to work independently while contributing to a team environment.
  • Strong understanding of wealth‑management products and regulations.
  • Excellent communication and relationship‑building skills.

Required skills

  • Financial planning and advisory expertise.
  • Knowledge of investment products, pensions, and tax planning.
  • Client relationship management.

What we offer

  • Competitive base salary ranging from £65,000 to £75,000 per year.
  • Attractive commission structure with the potential to earn six‑figure total compensation.
  • Full paraplanning and administrative support from day one.
  • Opportunity to work with a high‑value client portfolio without the need to bring an existing book of business.

Questions fréquentes

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Published 2 months ago

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Astral Recruitment

Richmond