Independent Financial Advisor

About the role

Our client, a respected name in financial services, is seeking a client‑focused Independent Financial Advisor to join their established team in London. The role offers a hybrid working model and full administrative and paraplanning support, allowing you to focus on delivering sophisticated financial solutions to high‑net‑worth clients.

Key responsibilities

• Provide comprehensive advice across investments, pensions, and protection for high‑net‑worth clients.
• Manage and grow an existing client portfolio while maintaining regulatory compliance.
• Collaborate with paraplanning and administrative teams to deliver timely and accurate recommendations.
• Develop tailored financial strategies for complex arrangements.
• Stay up‑to‑date with market trends and product developments.

Required profile

• Minimum Level 4 qualification with at least 3 years’ experience as a financial adviser.
• Working towards or holding Level 6 qualification.
• Hold CAS and SPS certifications.
• Experience in bancassurance, independent or tied advice is desirable.
• Strong knowledge of investments, pensions, and protection products.

Required skills

What we offer

• Hybrid working arrangement (2/3 split).
• Annual bonus scheme.
• Full administrative and paraplanning support.
• Access to an established client bank.
• Competitive base salary commensurate with experience and qualifications.