This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Location: London - Hybrid
Salary: Up to Circa £115,000 basic with performance-based bonuses and advisor commission plus full corporate benefits package
The Company:
A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and businesses. They pride themselves on their client-centric approach, offering tailored solutions to help clients achieve their financial objectives.
I’m looking to speak to a passionate and driven Financial Advisor or Financial Advisor Manager to join the talented team. If you are motivated by delivering exceptional financial guidance and have the experience to lead a team, we want to hear from you.
Key Responsibilities:
- Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning.
- Build and maintain long-lasting relationships with clients, ensuring high levels of satisfaction and trust.
- Conduct detailed financial assessments to understand clients’ goals, risk profiles, and long-term objectives.
- Lead, mentor, and support a team of junior financial advisors, ensuring a high level of performance and professionalism.
- Drive new business development through networking, referrals, and proactive outreach to potential clients.
- Keep abreast of the latest industry trends, regulations, and market changes to provide accurate and relevant advice.
- Meet and exceed individual and team performance targets to contribute to organisations growth and success.
Skills & Qualifications:
- Current experience as a Financial Advisor, with a proven track record of success in delivering tailored financial advice.
- Experience in leading/supervising/managing a team providing guidance, training, and fostering a positive team culture.
- Strong knowledge of financial markets, products, and regulatory requirements.
- Exceptional communication, relationship-building, and negotiation skills.
- Ethical and client-first approach to financial planning.
Why this position?
- Very competitive salary with attractive performance-based bonuses based on both advising and team management elements of the role.
- Opportunities for professional growth, including access to continued education and industry certifications.
- Flexible working arrangements to help you balance work and life.
- A generous pension scheme and additional employee benefits.
- A supportive and collaborative work culture with a focus on career progression.
- The chance to be part of a rapidly growing company with ambitious plans for the future.
How to Apply:
If you are an experienced financial advisor who is looking to join an innovative and client-focused firm, we would love to hear from you. Please send your CV along with a cover letter outlining your relevant experience and why you believe you would be a great fit.
Seniority level
Director
Employment type
Full-time
Job function
Finance
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