Senior Financial Advisor

Our client is a well-established and rapidly growing financial advisory firm operating in the life and pensions space. The business has built a strong reputation for quality advice and is now looking to add depth to its advisory team at senior level. This is not a role built around individual heroics. The firm already has a capable team of five advisors, from junior to mid-level, and what is missing is an experienced presence who can steady the ship, raise the standard, and act as a genuine point of reference for the wider group. If you are a seasoned advisor who is comfortable in front of high-net-worth clients, has nothing left to prove, and takes real satisfaction in helping others get better at the job, this role is worth a conversation. You will report directly into the leadership team and work alongside your peers as a senior advisor in your own right, holding and developing your own client relationships. Alongside this, you will take on an informal leadership function within the advisory team: leading sales meetings, setting the tone for how advice is delivered, and acting as the go-to person when advisors need guidance on a case or a client situation. This is not a line management role and does not involve formal one-to-ones. It is about leading from the front. What the role involves Managing a portfolio of clients, including high-net-worth individuals, across life and pensions advice Acting as a senior point of reference for a team of junior to mid-level advisors Leading or co-leading sales meetings and contributing to how the advisory function operates day to day Supporting consistency in advice standards, client experience, and case handling across the team Maintaining the professionalism, discretion, and judgement expected when handling complex or sensitive client relationships What we are looking for Significant experience in financial advisory, ideally with strong exposure to life and pensions A demonstrated ability to manage high-net-worth or complex client relationships with confidence and discretion Credibility with peers and a natural inclination to mentor, without needing a formal title to do it A calm, dependable approach. This is a safe pair of hands role as much as it is a senior advisory one Comfort operating in a growing business where structures are still evolving Why this role This is a genuine opportunity to shape how a growing advisory team operates, while continuing to work directly with clients at a senior level. It suits someone who wants influence and recognition without stepping fully into management, and who is motivated by building something with a longer-term view. Benefits: Work From Home

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