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 aFinancial Adviser to support continued growth. This isan employed role andis 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
- Take responsibility for an existing portfolio of clients, providing ongoing, compliant financial planning advice
- Carry out detailed client reviews to understand objectives, circumstances, and long-term goals
- Design and implement bespoke financial planning solutions across multiple advice areas
- Develop additional business through client engagement, referrals, and relationship management
- Work collaboratively with internal support teams to deliver a consistent and efficient client experience
- Ensure all advice and documentation meets regulatory and professional standards
- Engage in ongoing learning, training, and professional development
Candidate Profile
- Diploma Level 4 qualified in Regulated Financial Planning (or equivalent)
- At least one year of experience operating as a Financial Adviser
- Background within financial services, with a minimum of three years industry experience
- Holds a current Statement of Professional Standing
- Demonstrates strong technical knowledge across core advice areas including pensions, investments, and protection
- Clear, confident communicator with the ability to translate complex information into practical guidance for clients
- High level of professionalism, integrity, and attention to detail
- Comfortable working within a team-focused environment while managing personal client responsibilities
- Willingness to continue professional development, including progression towards Chartered status
- Confident user of standard office software; familiarity with industry systems is beneficial but not essential
Package & Benefits
- Performance-related bonus, paid monthly on new business
- Immediate access to an established client portfolio with significant assets under management
- Ongoing structured training, coaching, and development support
- Clear progression opportunities within a stable and professional firm
- Strong administrative and paraplanning support to allow advisers to focus on clients
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