Full job descriptionLocation: Milton Keynes / Client-facing travel /


An opportunity to build and develop your career within an established Wealth Management business
My client is an established and growing Wealth Management business looking to recruit an ambitious Financial Adviser with approximately 2–3 years’ experience to join its advisory team.
This is an excellent opportunity for an Adviser who has gained their initial experience in financial planning and is now looking to take the next step, developing their own client relationships and managing an established portfolio with the support of experienced colleagues.
The business has grown significantly over the past decade and now manages approximately £75m in assets under management, looking after around 120 client families, with a strong focus on high-net-worth clients and long-term relationships.
The role
Working alongside the business owners and experienced Advisers, you will be responsible for delivering high-quality financial advice and developing trusted relationships with clients.
You will have the opportunity to take responsibility for an existing portfolio of clients, with further opportunities to grow your client base as the business continues to develop.
Responsibilities will include:
*Managing and developing long-term client relationships.
*Providing holistic financial planning and advice.
*Advising on pensions, investments and wider financial planning needs.
*Conducting client meetings and reviewing financial plans.
*Identifying opportunities to support clients as their financial needs evolve.
*Developing and maintaining a portfolio of high-net-worth clients.
*Working collaboratively with the wider team to deliver an excellent client experience.
*Maintaining high standards of compliance and regulatory practice.
About you
We are interested in speaking with Financial Advisers who have approximately 2–3 years’ experience and are looking for an opportunity to further establish themselves within Wealth Management.
You will ideally have:
*A Diploma in Financial Planning.
*Approximately 2–3 years’ experience in a Financial Adviser role.
*Experience conducting client meetings and providing financial advice.
*Good technical knowledge across pensions and investments.
*Strong communication and relationship-building skills.
*The ability to build trust and develop lasting client relationships.
*A professional, motivated and client-focused approach.
You will be someone who enjoys working closely with clients, values quality advice and wants to be part of a business where people and relationships genuinely matter.
Salary and opportunity
*Circa £60,000 basic salary, dependent on experience.
*Opportunity to take responsibility for an existing client portfolio.
*Access to an established client base, including high-net-worth clients.
*Support from experienced Financial Advisers.
*Long-term career and professional development opportunities.
*Further remuneration arrangements to be discussed.
Interested?
If you are a Financial Adviser with 2–3 years’ experience and are looking for your next opportunity within a growing Wealth Management business, I would welcome a confidential conversation.
Please apply or get in touch to find out more.