Financial Advisor

About the Role

We are recruiting for a Financial Advisor to join an esteemed national wealth management firm based in the Warrington/Cheshire area. This well-established company has earned a strong reputation for providing tailored, high-quality service to high-net-worth clients and continues to experience impressive growth. This position provides the unique opportunity to inherit an existing client portfolio and contribute to its expansion while benefiting from a supportive and career-focused environment.

Key Responsibilities

• Manage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering bespoke financial planning advice.
• Handle complex financial situations with a strategic and solutions-oriented approach.
• Maintain and develop client relationships to foster long-term loyalty and satisfaction.
• Generate new business opportunities through excellent advisory services and professional networking.
• Operate autonomously with flexibility to organise one’s schedule effectively.

Requirements and Qualifications

• Proven track record as an experienced Financial Planner managing high-net-worth and ultra-high-net-worth individuals.
• Expertise in complex financial planning scenarios with a results-driven attitude.
• Possession of at least a Level 4 Diploma in Financial Services.
• Strong interpersonal skills with enthusiasm for cultivating external professional relationships.

Benefits

• Competitive salary up to £80,000 depending on experience, complemented by an annual discretionary bonus.
• Being part of a reputable national brand with continuous client leads provided internally.
• Autonomy and flexibility to manage your own diary.
• Generous benefits package including employer pension contributions up to 15% and full support for further professional study and qualifications.