Financial Adviser

Rathbones Plc; City of Westminster; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading financial services firm in the City of London is looking for a Financial Adviser. This role involves building and managing a high-net-worth client bank, offering independent financial advice tailored to client goals. Candidates should have a Diploma (Dip PFS) or equivalent, and significant experience is preferred. The position includes administrative support, competitive salary up to £80k, and excellent benefits such as a pension contribution and flexible work arrangements.

Benefits

Competitive salary up to £80k

Excellent bonuses – OTE £100k+

Flex working – office/home based

Study support towards Chartered

Qualifications

• Proven experience as a Financial Adviser.
• SPS & CAS Status required.
• Strong communication and interpersonal skills.

Responsibilities

• Build and grow a high-net-worth client bank.
• Provide independent financial advice to clients.
• Supervise and manage an administration team.

Skills

Financial advice expertise

Client relationship management

Team leadership

Time management

Education

Diploma (Dip PFS) or equivalent

Job description

To build and grow a client bank dealing with new HNW client enquiries and professional connections. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your client bank. Full paraplanning and admin support. Monitor and maintain the attendance planner.

• Collate and process timesheets and expenses weekly. Maintain people records such as training, new starters, leavers and any changes in staff are communicated to all relevant teams (e.g., Payroll, HR, BU Coordinator). This leading Financial Planning practice based in the City of London is seeking to recruit an Admin Manager to manage a team of Financial Planners assistants. Duties include overseeing the smooth running of the Administrations team and working closely with stakeholders. Diploma (Dip PFS) or equivalent.
• Experience as a Financial Adviser, SPS & CAS Status. Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well‑established UK Financial Advice company with offices in the City of London. The firm offers financial planning and wealth management advice and provides independent financial advice.
• Recruit UK is pleased to be working with a well‑established Financial Advice firm in Farnborough on a Financial Adviser role.
• Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
• Job description at Forvis Mazars: We’re always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You’ll be supported to learn, explore and develop from day one. We celebrate individuality and encourage bold thinking.
• Company description: A rewarding place to work. At Rathbones, we invest in everyone's tomorrow, including our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in success.
• Our client is a well‑regarded Investment Management/DFM business with a highly respected presence within the UK financial services market. Due to expansion, they are now looking to expand their technical team by recruiting an experienced Diploma or equivalent.
• Competitive starting salary up to £80k. Excellent bonuses – OTE £100k+. Regular salary reviews. HNW Client leads – typical client £500k to invest. Excellent benefits: DIS, Flex Bens, +5% pension contribution. Flex working – office/home based. Paraplanning, compliance and administration support. Study support towards Chartered, £45,000.
• Robert Walters is working in partnership with a global fintech business that provides a financial‑planning platform powered by data and automated advice tools. Its software supports advisors and businesses to deliver bespoke planning, scenario modelling and guidance.
• Contract Town Planning Consultant – Carrington West Exclusive Role to Carrington West. Contract Town Planning Consultant (Associate Planner) London – 6‑month contract £40-55 per hour, outside IR35 (dependent on experience). Reference – 616.37. My client is a respected UK planning consultancy with a strong client base.