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Financial Adviser (Clients Provided)

City of London

Permanent

Operations

Investment Management

£50,000.00 - £70,000.00Year

🧾 Job Specification: 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.

JN-072025-432723_1751552084

Financial Adviser (Clients Provided)

LHH

1 days ago

£50,000.00 - £70,000.00Year

Permanent

Operations

Investment Management

City of London

🧾 Job Specification: 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.

Personal Details
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