Financial Adviser

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
• Comprehensive in-house support (paraplanning, compliance, admin)
• Ongoing training and CPD, plus career progression pathways
• Excellent Benefits Package