Financial Adviser - City of London Hybrid Working - Up to £65,000 + Discretionary Bonus

Join a growing financial planning and professional services firm renowned for its collaborative approach and client-focused ethos. This is a fantastic opportunity for a Financial Planner to take on a fast-paced role. Key focus on new business with high-net-worth individuals, including professionals, business owners, and private families.

The Role

As a Financial Adviser, you’ll provide tailored, holistic financial advice across all financial planning products to support clients in achieving their goals and objectives. You will focus on building strong relationships and be goal orientated and a drive to succeed.

Key Responsibilities

• Manage and deepen relationships with high-net-worth clients
• Conduct factfinding meetings and develop bespoke financial plans
• Prospecting new business and building relationships with professional introducers
• Ensure regulatory compliance and uphold best practices

About You

• Financial Planner (minimum Level 4 qualified)
• Minimum 18 months + experience in financial planning/advice
• Proven success in a client-facing advisory role
• Strong interpersonal and organisational skills
• Confident, collaborative, and commercially aware

What’s On Offer

• Competitive salary, with potential for higher earnings
• Discretionary annual bonus tied to individual and firm-wide performance
• Hybrid working with excellent flexibility
• Comprehensive in-house support, including paraplanning & compliance
• Ongoing professional development and structured career progression
• Excellent benefits package

Take the next step in your advisory career with a firm that values expertise, collaboration, and high-quality service.