Personal Wealth Adviser

We're looking for an exceptional Personal Wealth Adviser to join our team, delivering holistic financial advice to clients and utilizing cash flow modelling and financial planning tools. The role offers a range of benefits, including a competitive salary, uncapped bonus, and flexible working arrangements.

Requirements

• Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
• Strong track record of delivering holistic financial advice
• Experience building lasting client relationships and generating repeat/referral business
• Confidence in conducting client meetings and creating tailored financial plans
• Strong understanding of regulatory requirements, including Consumer Duty
• Experience using cashflow modelling to support robust advice recommendations

Benefits

• Generous Holiday Entitlement
• Health & Wellbeing
• Company Pension Contribution
• Cash Allowance
• Bonus Opportunity
• Financial Advice