Financial Adviser
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Job Summary
Financial Adviser
Location: Central London (office-based)
Working Pattern: Full-time permanent
Remuneration: Competitive basic salary plus performance-related bonus and benefits
The Opportunity
A well-established financial planning firm based in Central London is looking to appoint a Financial Adviser to support continued growth. This isan employed role and is ideal for a qualified adviser who enjoys managing existing client relationships while developing new opportunities in a professional well-supported environment.
The role involves delivering comprehensive regulated financial advice to a broad client base covering areas such as investments retirement planning personal protection and estate planning. The successful individual will inherit an existing portfolio of clients and play a key role in maintaining and expanding those relationships through high-quality personalised advice.
You will be supported by experienced paraplanners and administrators alongside access to structured training and development to support both technical capability and long-term career progression.
Key Responsibilities
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Take responsibility for an existing portfolio of clients providing ongoing compliant financial planning advice
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Carry out detailed client reviews to understand objectives circumstances and long-term goals
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Design and implement bespoke financial planning solutions across multiple advice areas
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Develop additional business through client engagement referrals and relationship management
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Work collaboratively with internal support teams to deliver a consistent and efficient client experience
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Ensure all advice and documentation meets regulatory and professional standards
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Engage in ongoing learning training and professional development
Candidate Profile
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Diploma Level 4 qualified in Regulated Financial Planning (or equivalent)
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At least one year of experience operating as a Financial Adviser
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Background within financial services with a minimum of three years industry experience
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Holds a current Statement of Professional Standing
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Demonstrates strong technical knowledge across core advice areas including pensions investments and protection
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Clear confident communicator with the ability to translate complex information into practical guidance for clients
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High level of professionalism integrity and attention to detail
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Comfortable working within a team-focused environment while managing personal client responsibilities
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Willingness to continue professional development including progression towards Chartered status
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Confident user of standard office software; familiarity with industry systems is beneficial but not essential
Package & Benefits
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Performance-related bonus paid monthly on new business
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Immediate access to an established client portfolio with significant assets under management
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Ongoing structured training coaching and development support
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Clear progression opportunities within a stable and professional firm
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Strong administrative and paraplanning support to allow advisers to focus on clients
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
