Financial Adviser – London – Up to £45k + Bonus

About the role

Join a highly regarded independent financial planning firm in London and develop relationships with high‑net‑worth clients. You will receive full training, mentoring and a steady flow of leads, allowing you to focus on delivering comprehensive financial advice.

Key responsibilities

• Provide advice across pensions, investments, protection, inheritance tax, estate planning and international/cross‑border matters.
• Manage a portfolio of affluent UK clients and UK‑based US nationals.
• Collaborate with a network of introducers including law firms, accountancy practices, tax advisers and FX brokers.
• Utilise administrative and paraplanning support to maintain strong client relationships.
• Contribute to the firm’s growth by delivering high‑quality, compliant financial recommendations.

Required profile

• Level 4 Diploma in Regulated Financial Planning (DipPFS).
• Aspiring financial adviser with a desire to transition into an advice role.
• Wealth‑management experience or strong motivation to enter the sector.
• Excellent relationship‑building and communication abilities.
• Ambitious, driven and committed to a long‑term career in financial planning.

Required skills

What we offer

• Clients, leads and referrals provided – no cold prospecting required.
• Full training, mentoring and career development support.
• Exposure to a broad range of financial planning areas.
• Access to an established professional introducer network.
• Competitive salary up to £45,000 plus bonus.