Job Title: Senior Financial Adviser / Manager
Industry: Financial Services
Location: Buckinghamshire
Salary: £75,000
Job Ref: 9234
Job Description: Senior Financial Adviser / Manager
Recruit UK is delighted to represent a fantastic opportunity for an experienced Senior Financial Adviser and Manager to join a well-established financial advice firm with offices in Buckinghamshire.
About the Company:
This UK-wide company specialises in providing independent financial planning and wealth management advice. With a strong reputation and a solid client base, they are a trusted name in the industry.
The Role: Senior Financial Adviser / Manager
In this dual role, you will lead and manage a team of Senior Financial Planners, Financial Advisers, and support staff (circa 24 employees), taking overall responsibility for running the Buckinghamshire office. Alongside your management duties, you will continue to provide independent financial advice to an existing client bank and engage with new high-net-worth (HNW) client enquiries. You'll be expected to manage and grow your own client portfolio, with full paraplanning and administrative support provided.
What's in it for You:
- Competitive Starting Salary: Up to £75k+
- Leadership Role: Head of Office, managing a team of 24 employees
- Career Progression: Clear pathway for further growth
- Established HNW Client Bank: Inherit existing clients
- Qualified HNW Leads: Typical clients with £500k+ to invest
- Lucrative Bonus Scheme: OTE £100k+
- Comprehensive Benefits Package: Life insurance (DIS), flexible benefits, pension
- Flexible Working Options: Hybrid model (office/home-based)
- Supportive Environment: Dedicated IFA, paraplanning, compliance, and admin support
- Professional Development: Study support available
Skills and Experience Required:
- Diploma in Financial Planning (Dip PFS) or equivalent, ideally working towards Chartered status
- Proven experience as a Financial Adviser, with a desire to step into a management role
- Strong leadership and team management skills
- Ability to balance management responsibilities with providing high-quality client advice
This role is ideal for an experienced Financial Adviser seeking a challenging and rewarding leadership opportunity within a well-established firm. You'll have the chance to drive office performance while continuing to develop your client-facing advisory career.