Financial Adviser

Financial Adviser – Build a Client Bank in an Entrepreneurial, Tech-Driven Firm Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. A fast-growing, innovative financial advice firm is seeking a forward-thinking Financial Adviser who wants to build their own client bank in a tech-driven, entrepreneurial environment. This firm provides qualified leads and full training, allowing advisers to concentrate on delivering outstanding financial planning rather than getting bogged down in admin. Salary up to £90,000 Bonus to over £130,000 as you build your client bank, hybrid working at least 2 days in the London office This is an exciting chance for an ambitious Financial Adviser to take ownership of their career, grow their own client book, and become part of a forward-thinking firm that is revolutionising financial advice. Leads provided – High-quality lead generation channels allow advisers to focus on client relationships. Entrepreneurial freedom – The opportunity to build a book of business within a high-growth, supportive firm. Cutting-edge technology – A digital-first approach removes administrative burdens and enhances client service. Client-first approach – A chance to be part of a firm that prioritises long-term client relationships over sales targets. What’s Needed to Succeed Client-first mindset – A passion for building strong client relationships and delivering outstanding financial planning. Entrepreneurial spirit – Excited by the prospect of building a client bank and shaping the future of financial advice. Collaborative nature – A team player who thrives in an innovative, close-knit environment. High integrity – A commitment to professional ethics and the highest standards of client care. Qualified – Minimum Level 4 Diploma in Financial Advice (CII, CISI, etc.), with a preference for those working towards Chartered status. At least 2 years of experience providing financial advice is ideal. What’s on Offer? Competitive salary bonuses Potential for future equity in the company Private medical insurance, income protection & death in service benefits Learning & development budget (including exam support) Take the Next Step For advisers looking to escape traditional wealth management constraints and embrace a more dynamic, technology-driven approach, this is an opportunity not to be missed.

Location: London, London, GB

Posted Date: 8/20/2025