Financial Adviser London – Access to an existing client base
Contract type: Permanent
Location: London (Office-based)
Salary: £50,000 to £60,000 + 35% of IAF (for own leads) OR 25% of IAF (Leads generated by the business + 15% of OAF (new business) + Benefits
Start: ASAP
Overview
We are working with an established wealth management firm looking to hire an experienced Financial Adviser to join their London team.
This is an employed role offering access to an existing client base, alongside ongoing lead flow and full paraplanning and administrative support. It is well suited to advisers who want to focus on client delivery and growth without the need to build everything from scratch.
Key Responsibilities
- Provide tailored financial advice to high-net-worth clients across investments, pensions, tax planning and estate planning
- Manage and develop existing client relationships while identifying opportunities for further growth
- Deliver high-quality advice in line with regulatory requirements
- Work closely with paraplanning and support teams to ensure efficient client delivery
- Contribute to new business activity through referrals and networking
Requirements
- Minimum 3 years’ experience as a Financial Advisor / Wealth Advisor
- Level 4 Diploma qualified (essential)
- Experience advising high-net-worth or complex clients
- Strong relationship management and communication skills
- A commercial mindset with the ability to grow and develop client relationships
What’s on Offer
- Existing client base and ongoing lead support
- Full paraplanning and administrative support
- Competitive salary with uncapped earning potential
- Clear progression within a growing wealth management firm
- Hybrid working and supportive team environment
Apply
For a confidential discussion or to apply, please get in touch.
You can also apply via LinkedIn
