Senior Financial Advisor

Job description

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