Financial Adviser

Financial Planning Firm; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive benefits

Uncapped rewards

No new business targets

Job summary

Financial Planning Firm in London is seeking a Desk-Based Financial Adviser to work with an existing client base using video, telephone and in-person meetings. You will help clients achieve long-term financial wellbeing and build strong relationships, while advancing toward Chartered Financial Planner status.

The role offers a clear career pathway, comprehensive benefits and uncapped rewards, with a starting salary of £45,000–£60,000 and a hybrid London working pattern.

Qualifications

• Experience providing financial planning or financial advice to clients.
• Diploma level 4 – further progression towards chartered welcome.
• Strong communication and relationship-building skills.
• A genuine passion for delivering excellent client outcomes.
• The ambition to develop technically and professionally.
• An interest in working with HNW clients and more complex financial planning needs.

Responsibilities

• Provide comprehensive financial planning services to an existing client base via video, telephone and face-to-face meetings.
• Focus on high-quality financial planning and long-term client relationships rather than new business targets.
• Develop technical expertise and client relationship skills while progressing toward Chartered Financial Planner status.

Skills

Communication skills

Client relationship building

Ambition and drive

Education

Diploma level 4

Job description

Financial Adviser

London | £45,000–£60,000 + comprehensive benefits & uncapped rewards

Are you a newly qualified or experienced Financial Planner looking for a genuine career move with a highly respected, progressive firm?

We are supporting a valued client in the appointment of a Desk-Based Financial Adviser to join their established regional Financial Planning team in London.

Established for over 40 years, the business is a highly respected Financial Planning practice operating within a UK-wide framework. With an excellent reputation and strong track record of growth, the firm has built its success around a genuinely client-centric approach.

The Role

As a Desk-Based Financial Adviser, you will provide a comprehensive range of financial planning services to an existing client base through video, telephone and face-to-face meetings.

You will play a key role in helping clients achieve their financial wellbeing and long-term objectives, while developing your technical expertise and client relationship skills.

Importantly, this is not a traditional new-business-focused advisory role. You will work with existing client relationships, allowing you to focus on delivering high-quality financial planning and developing long-term relationships.

A Clear Career Pathway

One of the standout features of this opportunity is the genuine career development pathway on offer.

The business is committed to developing the next generation of Financial Planning talent and provides structured support towards Chartered Financial Planner status and beyond.

As you progress, you will have the opportunity to develop your knowledge and experience in high-net-worth (HNW) and increasingly complex financial planning, with your remuneration and responsibilities progressing alongside your development milestones.

Key Highlights

• £45,000–£60,000 starting salary
• Comprehensive benefits package and uncapped rewards
• No new business targets
• Established client relationships
• Structured career development programme
• Defined pathway towards Chartered Financial Planner status
• Ongoing professional support and development
• Progressive remuneration package linked to development milestones
• Opportunity to develop expertise in HNW and complex financial planning
• Long-term opportunity to progress within a highly respected Financial Planning business

About You

This opportunity would suit a newly qualified or experienced Financial Planner who is ambitious, client-focused and looking to take the next step in their career.

You will ideally have:

• Experience providing financial planning or financial advice to clients
• Diploma level 4 - further progression towards chartered welcome
• Strong communication and relationship-building skills
• A genuine passion for delivering excellent client outcomes
• The ambition to develop technically and professionally
• A desire to progress towards Chartered status and develop your career further
• An interest in working with HNW clients and more complex financial planning needs

The Opportunity

This is an excellent opportunity to join a progressive and established Financial Planning firm that invests in its people.

If you're looking for more than simply your next job — and want a structured career path, existing clients, professional development and the opportunity to progress into HNW and complex Financial Planning — this could be an excellent next step.

Pay: £45,000.00-£60,000.00 per year

Work Location: Hybrid remote in London