Financial Advisor in London Area

Job description

Employed Financial Adviser (Clients Provided)

Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager

Role Overview

Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships.

Key Responsibilities

• Provide holistic financial advice to HNW individuals, families, and institutions.
• Manage, nurture, and grow existing client relationships.
• Develop financial plans covering pensions, investments, estate planning, taxation, and risk management.
• Expand your client base through referrals, networking, and quality in-house leads.
• Partner with internal teams to streamline client service delivery.
• Stay current with market trends, regulatory changes, and industry best practices.

Required Qualifications & Experience

• Minimum 3 years' experience in financial advisory or wealth planning.
• Level 4 Diploma in Regulated Financial Planning - Required.
• Chartered Financial Planner status (Level 6) - Preferred.
• Demonstrated success in working with HNW clients.
• Strong communication skills and a client-centric approach.

What We Offer

• Pre-assigned portfolio of HNW clients.
• Competitive salary with uncapped earning potential.
• Full paraplanning, admin, and marketing support.
• Career development through mentoring and ongoing training.
• Hybrid working structure with flexibility and autonomy.

Benefits

• 24 days annual leave (plus your birthday off), increasing with tenure.
• NHS Medicash Health Plan.
• Life Assurance & Income Protection.
• Regular team socials and networking events.
• Supportive, collaborative culture within an agile firm.

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Part-time jobs

Published at

14-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English