Senior Financial Advisor
We’re partnering with a well-established and highly respected financial services firm to recruit a Senior Financial Advisor. This is a fantastic opportunity for an ambitious advisor who enjoys building relationships, delivering real value to clients, and growing a strong book of business.
In this role, you’ll take ownership of a portfolio of clients while also driving new business, providing tailored financial planning solutions across pensions, investments, protection, and savings.
The Role
- Provide high-quality, client-focused financial advice tailored to individual needs and goals
- Take ownership of an existing client portfolio while actively developing new business opportunities
- Build lasting relationships through a consultative and professional approach
- Generate new leads through networking, referrals, and proactive outreach
- Carry out regular client reviews to ensure financial plans remain effective and relevant
- Explain financial products clearly, including benefits, features, and associated risks
- Maintain accurate client records and ensure all documentation meets compliance standards
- Work in line with regulatory requirements and internal governance procedures
- Contribute to a positive team culture and support wider business objectives
About You
- QFA qualified (essential)
- 5+ years’ experience in financial advisory or financial planning
- Strong commercial awareness with a proven ability to generate revenue
- In-depth knowledge of pensions, investments, and protection products
- Demonstrated success in meeting or exceeding targets
- Excellent communication and relationship-building skills
- Self-motivated with the ability to manage your own pipeline effectively
- Strong attention to detail and compliance awareness
- Comfortable using CRM systems and Microsoft Office tools