2 days ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Recruitment within Financial Services, Insurance and Tech & Change
Financial Adviser
Location: City of London | Hybrid Working
Salary: to £85,000
Benefits: Discretionary bonus, full paraplanning & compliance support, structured progression, and excellent benefits package
Join a Leading Firm Where Collaboration and Quality Advice Drive Success
- A highly regarded financial planning and professional services firm is seeking a qualified Financial Planner to join their growing team at Manager level. With a strong internal referral network, quality HNW clients, and full in-house support, this is a superb opportunity for an experienced adviser to flourish in a values-driven and collaborative environment.
The Role
- As a Financial Adviser, you’ll take ownership of a portfolio of high-net-worth clients – including professionals, business owners, and private families – delivering tailored, holistic advice. With paraplanning, compliance, and administrative support provided, you’ll focus on client-facing work, building relationships and guiding clients through complex financial decisions.
- You’ll also benefit from integrated in-house expertise, working closely with tax, legal, and accountancy teams to ensure clients receive joined-up, expert advice.
Key Responsibilities:
- Manage and deepen relationships with a portfolio of HNW clients
- Conduct discovery meetings, factfinding, and present financial plans
- Collaborate with internal teams to deliver multi-disciplinary advice
- Ensure compliance and best practice in all client interactions
- Contribute to internal business development through cross-referrals
What We’re Looking For:
- Chartered Financial Planner (or very close to Chartered status)
- Minimum 3+ years’ experience in financial planning/advice
- Demonstrated success in a client-facing advisory role
- Strong interpersonal and organisational skills
- Confident, collaborative, and commercially aware
What’s On Offer:
- Competitive salary up to £85,000 (potentially higher for the right individual)
- Annual discretionary bonus based on personal and firm performance
- Hybrid working with excellent flexibility
- Ongoing training and CPD, plus career progression pathways
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Customer Service
Referrals increase your chances of interviewing at mbf by 2x
Get notified about new Financial Advisor jobs in London Area, United Kingdom.
London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
Croydon, England, United Kingdom 4 weeks ago
London, England, United Kingdom 5 days ago
Greater London, England, United Kingdom 6 days ago
London, England, United Kingdom 1 month ago
London, England, United Kingdom 1 week ago
Affiliate Financial Advisor – (Permanent Relocation to Saudi Arabia)
London, England, United Kingdom 2 weeks ago
Quilter Full-Time Financial Adviser Programme – London
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
Citi Global Wealth – Lending Advisory Head for UK, Europe, MEA
London, England, United Kingdom 1 week ago
London, England, United Kingdom 6 days ago
Associate – Strategic Advisory (Industrials)
Greater London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 2 weeks ago
Asset & Wealth Management – Administrative Assistant – London
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 4 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr…