Financial Adviser
Financial AdvisorLondonCompetitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support and a client book / leadsFull-time | PermanentAre you an experienced and client-focused Financial Advisor ready to take the next step in your career?It is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.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 ambitious professionals looking to make a real impact.Financial Advisor Role:Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment adviceConduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate managementDevelop and present holistic wealth management strategies, aligned with regulatory standards and client goalsCollaborate with in-house specialists including tax advisers, portfolio managers, and legal expertsStay informed on market trends, legislative changes, and product developments to ensure proactive, compliant adviceContribute to business development initiatives, mentoring junior advisers and helping grow the firm's client baseFinancial Advisor Requirements:Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferredProven track record of client retention, asset growth, and delivering exceptional serviceStrong knowledge of investment markets, tax planning, retirement strategies, and estate planningExcellent interpersonal, communication, and relationship-building skillsClient-first mindset with the ability to navigate complex financial needsFinancial Advisor What’s On Offer:A competitive negotiable remuneration package with performance-based incentivesAccess to a high-quality client baseFull paraplanning and administrative support to allow you to focus on client relationshipsOpportunities for continued professional development and progression to leadership rolesA flexible, collaborative, and forward-thinking work environment
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