Chartered Financial Advisor – to take over retiring Advisers client bank
London | £65,000–£75,000 + Bonus + Benefits
The Opportunity
Join a fantastic, supportive, and fast-growing firm as a Financial Adviser, where collaboration is at the heart of everything they do. This is a rare opportunity that has arisen due to retirement, offering you an established portfolio of UHNW clients from day one. You’ll be part of a business where everyone has a seat at the table, your voice is heard, and your success is genuinely supported. With a strong infrastructure of experienced administrators and Paraplanners behind you, you’ll be empowered to focus on delivering high-quality advice and building meaningful client relationships.
What You’ll Be Doing
- Manage and develop a portfolio of HNW/(UHNW) clients as a Financial Adviser
- Provide tailored financial planning and investment advice
- Build long-term relationships and deliver ongoing client reviews
- Ensure advice is compliant, well-researched, and clearly documented
- Identify new opportunities and grow your professional network
- Contribute to revenue targets and overall business growth
What’s On Offer
- Established client bank from day one
- Dedicated support from Administrators and Paraplanners
- A genuinely collaborative culture where every Financial Adviser contributes
- Support to build your personal brand (marketing/PR)
- Strong career progression and development opportunities
- Flexible, home-based working with client travel
About You
- Chartered or a few exams away and with a valid SPS
- Strong technical knowledge of financial planning and regulations
- Excellent communication and relationship-building skills
- A people-focused Financial Adviser who enjoys working as part of a team
- Self-motivated, organised, and client-focused
- Full UK driving licence
Benefits
- 30 days holiday + bank holidays
- 3 additional days for wellbeing/celebrations
- Private medical insurance + 24/7 GP access
- Enhanced family leave
- Pension, life assurance & wellbeing support
- Referral bonus scheme