Financial Adviser

Working Arrangement: Full-time, Hybrid

The Role

An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established financial planning business based in Henley-on-Thames.

The successful candidate will provide comprehensive, personalised financial advice, helping clients achieve their financial objectives through effective wealth management, investment planning, retirement planning, pensions and estate planning.

Working closely with clients, the role will involve understanding their individual financial circumstances, assessing their objectives and attitude to risk, and developing tailored financial strategies to meet their short and long-term goals.

Key responsibilities will include conducting client meetings, preparing and presenting financial recommendations, implementing agreed strategies and carrying out regular reviews to ensure financial plans remain appropriate as clients' circumstances and needs evolve.

The role will also involve maintaining accurate client records and documentation, keeping up to date with regulatory and market developments, and working collaboratively with colleagues to deliver an exceptional standard of ongoing client service.

This is a hybrid position, offering flexibility to work from home for part of the week.

Key Responsibilities

• Provide comprehensive financial planning and wealth management advice tailored to individual client needs.
• Develop and recommend investment strategies aligned with clients' objectives and attitude to risk.
• Advise on retirement planning, pensions, investments and tax-efficient financial solutions.
• Support clients with estate planning and long-term wealth preservation.
• Conduct regular client reviews and adapt financial strategies where appropriate.
• Build and maintain strong, long-term client relationships.
• Ensure all advice, records and documentation meet regulatory and compliance requirements.
• Maintain up-to-date knowledge of financial markets, products and relevant legislation.
• Work collaboratively with colleagues to ensure a seamless and professional client experience.

Skills & Experience

• Proven experience in Financial Planning and Financial Advisory, with the ability to deliver tailored advice to a diverse client base.
• Strong knowledge of wealth management, investments, portfolio construction and risk management.
• Experience in retirement planning and pensions, including accumulation, decumulation and long-term income strategies.
• Understanding of tax-efficient investment strategies and estate planning.
• Relevant professional qualifications, such as the Level 4 Diploma in Financial Planning or equivalent.
• Appropriate regulatory permissions or the ability to meet the necessary regulatory requirements.
• Excellent communication and interpersonal skills, with the ability to build trusted, lasting client relationships.
• Strong analytical, organisational and time management skills.
• The ability to work independently while contributing effectively as part of a wider team.
• Previous experience within the UK wealth management or financial advisory sector.

About the Business

The business specialises in providing high-quality, personalised financial advice across a broad range of wealth management services. Working with clients of varying ages and financial circumstances, the focus is on developing tailored solutions that support their individual needs and long-term aspirations.

In addition to private client services, the business also supports corporate clients with financial planning requirements, including workplace pensions, director and employee protection, shareholder protection, tax-efficient planning and business exit strategies.

With a strong emphasis on building long-term relationships, the business is committed to delivering considered advice, carefully structured investment solutions and an ongoing service designed to help clients protect and grow their wealth and achieve greater financial security.

To express interest please email your CV.