Financial Advisor

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.

Location: City of London, London, GB

Posted Date: 7/14/2025