Job Description
03rd June, 2026
The Company
This well-established Financial Planning practice has built a strong reputation for delivering tailored advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families and business owners.
The firm has experienced steady growth through referrals and long-standing client relationships, creating an environment where quality advice and client outcomes remain the primary focus.
With a collaborative and supportive culture, the business is committed to developing the next generation of Advisers.
The Role
Working closely with a highly experienced Senior Adviser, you'll manage your own portfolio of ongoing advice clients while continuing to build your technical and relationship management skills. Your responsibilities will include:
- Managing an existing portfolio of ongoing advice clients
- Conducting client review ...