Financial Advisor – Clients Provided & Lead Generation Support

About the role

This is a full‑time Financial Advisor position with a leading blue‑chip firm that provides holistic financial advice to high‑net‑worth clients. The role comes with a client book and lead‑generation support, allowing you to focus on delivering tailored advice and growing your business.

Key responsibilities

• Deliver personalised financial planning and investment advice to HNW clients.
• Utilise provided leads and client recruitment support to expand the client portfolio.
• Collaborate with research and paraplanning teams to prepare recommendations.
• Maintain compliance with regulatory standards and internal processes.
• Manage client relationships and ensure high levels of service satisfaction.

Required profile

• Legal right to work in the United Kingdom.
• Proven track record of consistent success in a financial advisory role.
• Full Diploma in Financial Planning.
• Evidence of commitment to previous employers.

Required skills

What we offer

• Basic salary between £50,000 and £90,000 per year.
• Uncapped bonuses and annual performance bonuses.
• Laptop, smartphone and full home‑office set‑up.
• Pension scheme and 25 days holiday (excluding bank holidays).
• Car package and additional superb benefits.