Required Skills
UK Diploma or Chartered status
CAS qualification
HNW client experience
relationship management expertise
FCA compliance knowledge
commercial acumen
professional partnership experience
client portfolio management
Job Summary
Partner with Excellence in Financial Services!
Senior Financial Adviser - High Net Worth Specialist
Location: North West
Package: £50,000+ Basic (Negotiable) + Performance Bonuses
Reference: RPS32246
Ready to Join a Distinguished Financial Practice?
This is a rare opportunity to join one of the North West's most prestigious IFA practices, working alongside a leading law firm to deliver exceptional financial solutions to high-net-worth clients.
Why This Role Is Exceptional:
• Partner with a leading law firm
• Access established HNW client base
• Benefit from in-house professional introducers
• Join an expanding, respected practice
• Shape the future of wealth management
• Drive professional partnerships
Your Impact:
As a Senior Financial Adviser, you'll:
• Deliver sophisticated financial solutions
• Build powerful professional partnerships
• Manage high-net-worth portfolios
• Drive business growth through collaboration
• Lead client relationship development
• Shape the practice's future success
The Perfect Environment for Success:
• Distinguished IFA practice
• Established law firm partnership
• Comprehensive support infrastructure
• Growth-focused environment
• Professional development emphasis
• Clear progression pathway
Your Experience Should Include:
• UK Diploma qualified or Chartered status
• CAS qualification
• Proven HNW client experience
• Excellence in relationship management
• Strong commercial acumen
• Professional partnership expertise
Why Join Now?
This practice is experiencing strategic growth, offering:
• Established HNW client base
• Professional introduction network
• Full Paraplanning support
• Career development opportunities
• Exam support
• Clear progression pathway
The Ideal Match:
You're a professional who:
• Excels in relationship building
• Values professional partnerships
• Demonstrates commercial acumen
• Delivers exceptional client service
The Client:
A distinguished Independent Financial Adviser Practice with an outstanding reputation for delivering comprehensive financial solutions to both private and corporate clientele.
Take the Next Step:
For a confidential discussion about this exceptional opportunity, forward your CV to info@capturerecruitment.co.uk
Desired Skills
Law firm collaboration experience
corporate advisory expertise
business development capabilities
team leadership abilities
professional networking skills