Financial Advisor

Financial Advisor - Client Book

London / Hybrid

£50,0000 to £80,000 base, negotiable and dependant on experience / qualifications and transferable assets

Bonus, comprehensive benefits alongside exam support to chartered

Self-Employed Option 50%

Full-time / Permanent

This award winning, highly reputable client is seeking a Financial Advisor to join its growing Wealth Management team. The position comes with a client book, however if you have any transferable clients this would of course be advantageous. They are looking for someone who can develop business. You will be provided with full paraplanning, compliance and marketing support.

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions. With a strong reputation and a collaborative culture, it offers the perfect platform for an ambitious professional looking to make a real impact.

Financial Advisor - The Role:

• Manage a portfolio of clients, delivering bespoke financial planning and investment advice
• Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
• Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
• Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
• Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
• Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base

Financial Advisor Qualifications / Qualities:

• Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
• Proven track record of client retention, asset growth, and delivering exceptional service
• Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
• Excellent interpersonal, communication, and relationship-building skills

Client-first mindset with the ability to navigate complex financial needs

Financial Advisor What's on Offer:

• A competitive negotiable remuneration package with performance-based incentives
• Access to a high-quality client base
• Full paraplanning and administrative support to allow you to focus on client relationships
• Opportunities for continued professional development and progression to leadership roles
• A flexible, collaborative, and forward-thinking work environment