To provide sophisticated, holistic financial advice to high-net-worth individuals and families, ensuring tailored wealth management solutions that reflect their complex needs, long-term objectives, and intergenerational planning considerations.

Key Responsibilities

• Build and maintain strong relationships with clients, understanding their financial goals, current circumstances, and future aspirations.

  
  

• Conduct comprehensive financial reviews covering pensions, investments, protection, estate and tax planning.

  
  

• Develop, present, and implement holistic financial plans aligned with client objectives.

  
  

• Maintain ongoing client reviews and proactively manage client portfolios in response to market movements, tax changes, and life events.

  
  

• Provide guidance on sophisticated investment structures (e.g. trusts, IHT mitigation strategies, family investment companies, offshore structures where appropriate).

  
  

• Remain fully compliant with FCA (or applicable regulatory body) regulations and uphold internal governance and ethical standards.

  
  

• Maintain up-to-date knowledge of financial products, tax legislation, and market trends.

  
  

• Work closely with paraplanners and administrators to ensure timely and accurate service delivery.

  
  

• Monitor client portfolios and conduct regular reviews, making adjustments as necessary.

  
  

• identify and pursue opportunities to grow client assets under management and develop new business.

  
  

• Keep detailed, compliant, and secure client records using appropriate CRM and wealth management systems.

Key Competencies

• Excellent interpersonal and communication skills – able to build trust and rapport.

  
  

• High level of technical knowledge across pensions, investments, estate planning, and taxation.

  
  

• Discreet, professional, and used to working with sensitive and confidential matters.

  
  

• Strong analytical and problem-solving abilities.

  
  

• Detail-oriented with a high level of accuracy and integrity.

  
  

• Commercially astute, with the ability to identify new opportunities.

  
  

• Organised and self-motivated, capable of working independently and as part of a team.

  
  

• IT literate – comfortable using financial planning tools, CRM systems, and Microsoft Office.

Knowledge And Experience

Experience

• Experience in a client-facing financial advisory role conducting one-to-one meetings helping to build client relationships.

  
  

• Proven track record of delivering holistic financial advice and managing a portfolio of clients.

  
  

• Demonstrated ability to deliver complex financial planning advice and manage significant client assets.

  
  

• Experience with cashflow modelling software and investment platforms.

Qualifications

• Diploma in Regulated Financial Planning (DipPFS or equivalent) – Essential

  
  

• Chartered Financial Planner status or working towards – Desirable

  
  

• Relevant qualifications in tax, trusts, or estate planning – Desirable

  
  

• Current Statement of Professional Standing (SPS) – Essential

  
  

• Full Driving licence with no convictions

Additional Information

• This role will require travel for client meetings and/or industry events.

  
  

• Ongoing professional development and structured support will be provided.

  
  

• A strong internal paraplanning and administrative team will support the advisory process.

  
  

How to apply

If you are interested in this role, please contact hr@versowealthgroup.com for more information.