Financial Advisor
1 day ago
City of London
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.