ADVISER - HENLEY - ON THAMES

An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established wealth management and financial planning business, supporting clients across Berkshire, Oxfordshire and Buckinghamshire.

The business provides high-quality, personalised financial planning and wealth management advice to individuals, families and businesses at all stages of life. Offering a comprehensive range of services, including investment planning, retirement planning, pensions, tax planning and estate planning, the focus is on building long-term client relationships and delivering tailored financial solutions.

Working with a diverse client base, you will have the opportunity to provide holistic financial advice, helping clients achieve their financial goals and secure their long-term financial wellbeing.

The position is based in Henley-on-Thames, with flexibility to work from home part of the week.

The Role:
As a Financial Adviser, you will be responsible for delivering comprehensive financial planning advice, developing strong client relationships and managing an established portfolio of clients.

Key responsibilities will include:

• Meeting with clients to understand their financial circumstances, objectives and long-term goals.
• Providing tailored financial advice across investments, pensions, retirement planning and wealth management.
• Developing and presenting suitable financial planning recommendations.
• Advising on tax-efficient strategies and estate planning.
• Supporting clients with retirement planning, including accumulation, decumulation and long-term income strategies.
• Implementing agreed financial strategies and maintaining ongoing client relationships.
• Conducting regular client reviews to ensure financial plans remain aligned with changing circumstances and objectives.
• Maintaining accurate client records and ensuring all advice and documentation meet regulatory requirements.
• Keeping up to date with financial markets, legislation and regulatory developments.
• Working collaboratively with colleagues to deliver an excellent standard of ongoing client service.

About You:
The successful candidate will have:

• Previous experience working as a Financial Adviser or Financial Planner within the UK financial services sector.
• Strong knowledge of financial planning, wealth management and investment solutions.
• Experience advising on pensions, retirement planning and investment strategies.
• An understanding of tax-efficient planning and estate planning.
• The ability to build and maintain strong, long-term client relationships.
• Excellent communication and interpersonal skills, with the ability to explain complex financial matters clearly.
• Strong analytical, organisational and time management skills.
• The ability to work independently while contributing positively to a wider team.
• A professional, client-focused approach with a commitment to delivering high-quality financial advice.

Qualifications:

• Level 4 Diploma in Financial Planning or an equivalent recognised qualification.
• Appropriate regulatory authorisation to provide financial advice.
• Additional specialist financial planning qualifications would be advantageous.

Working Pattern: Full-time, hybrid working with a combination of office-based and home working.

Interested?
If you are an experienced Financial Adviser or Financial Planner looking for a new opportunity, we would love to hear from you. If this sounds like the right opportunity for you, please get in touch!