Financial Adviser

40000.00 - 60000.00 GBP Annual + GBP40000 - GBP60000/annum
10 Feb 2017
24 Feb 2017
Contract Type
Full Time
Are you looking to join a highly respected wealth management firm dealing with HNW & UHNW clients?

The Company

This wealth management firm is linked to a HNW membership organisation which has over 120 years of history! The firm is run by a highly successful team that has worked together for many years. They are looking to recruit a Financial Adviser to join their Warminster office to support the non-advising Principal in meeting his Ultra High Net Worth clients for investment, pension and inheritance tax planning.

Clients and business opportunities

Over years of networking and developing the business, the Principal has developed an enviable client bank of UHNW private clients and business owners. You will be supporting them in providing recommendations for the investments and pensions with majority of cases being in 6 or 7 figures. In addition, the business holds regular investment and IHT seminars throughout the year which provides a high level of ongoing leads. You will be part of a high performing team of Financial and Chartered Advisers, supported by paraplanners and administrators. The business also has a large general insurance team and its sister company is the longest established Equity Release Broker in the UK.

Requirements to be considered

As a Financial Adviser, you will need to be professional, articulate and have a confident manner. Engaging with people at all levels, especially ultra-high net worth individuals, should be second nature to you. This role would also suit a Diploma qualified Paraplanner looking to move into advice. Meeting clients will often be double headed with the Principal or attending a sole second recommendation meeting after a fact find has already been completed.


* Salary of GBP40,000 - GBP60,000 pa plus bonuses

* Company benefits include 26 days' holiday plus bank holidays, DIS of GBP100,000 and matched pension contributions of up to 5%

* Very successful and experienced management team that provides great coaching and development, plus access to leading experts for technical support.

* The business regularly sponsors sporting events e.g. horse racing, golf, cricket with corporate and social invitations