Financial Adviser

About the role

Join a fast‑growing, private‑equity backed financial services firm launching its new London office. You will work with pre‑qualified, inbound client appointments, allowing you to focus on delivering high‑quality financial advice without the pressure of prospecting.

Key responsibilities

• Conduct client meetings with qualified prospects and complete comprehensive fact‑finds.
• Analyse clients' financial circumstances and provide suitable, compliant recommendations.
• Build and maintain long‑term relationships through professional advice.
• Collaborate with support teams to optimise client outcomes while adhering to FCA regulations.

Required profile

• Level 4 Diploma or equivalent qualification.
• Proven experience as a Financial Adviser, Wealth Adviser, Financial Planning Consultant or similar regulated role.
• Demonstrated ability to conduct client meetings, fact‑finds and deliver regulated advice.
• Experience working within FCA‑regulated environments and meeting compliance standards.

Required skills

What we offer

• Base salary £55,000 per annum.
• On‑target earnings up to £95,000+ per annum.
• Qualified, pre‑booked client appointments – no cold calling.
• Private healthcare, profit‑share scheme, 8% employer pension contribution.
• Death in service cover and professional development support.
• Clear career progression within a growth‑focused organisation.