Financial Adviser

Capio Recruitment Limited; Greater London; Sur place; GBP 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Bonus scheme

35-hour week

Annual leave 24 days

Private healthcare

Income protection

Life assurance

Eye care

Wellbeing programme

Bike to work

Qualifications support

Résumé du poste

Capio Recruitment Limited in London is seeking a Financial Adviser to build a robust client portfolio with direct access to high-calibre prospects. You will benefit from substantial centralised marketing and a steady stream of inbound enquiries, allowing you to focus on quality advisory work.

Supported by dedicated paraplanning and admin specialists, you can deliver holistic planning across pensions, investments and protection, while the firm continues to grow and invest in forward-thinking

Qualifications

• Proven ability to deliver holistic financial advice across investments, retirement and protection.
• Excellent communication and relationship-building skills.
• Strong understanding of FCA regulatory standards and compliance processes.

Responsabilités

• Deliver tailored financial planning strategies across pensions, investments and protection.
• Capitalize on inbound referrals and centralised marketing leads to grow client base.
• Collaborate with paraplanning and administrative specialists to focus on advisory work.
• Conduct lifestyle reviews and ongoing consultations to build long-term client relationships.

Connaissances

Interpersonal skills

Commercial focus

Regulatory awareness

Formation

Level 4 Diploma in Regulated Financial Planning

Description du poste

Financial Adviser – London

Salary: £70,000 - £100,000

Benefits

• Company discretionary bonus scheme
• 35-hour working week (Monday to Friday, 9:00am to 5:00pm)
• 24 days annual leave (increasing to 26 days) plus 2 additional paid days for Christmas shutdown
• Private healthcare (following qualifying period)
• Group income protection
• Life assurance
• Eye care scheme
• Wellbeing programme
• Bike to work scheme
• Financial support for role-relevant professional qualifications

About the Company

A forward-thinking independent wealth management firm backed by significant institutional investment, recognised for delivering relationship-led, holistic advice. With multiple offices across the UK, the practice has established a strong market profile and central infrastructure. This structure gives advisers access to comprehensive technical support and a steady supply of qualified prospective clients.

Role Summary

If you are a motivated adviser looking to expand your client portfolio, this role offers direct access to a steady flow of high-calibre prospective clients. Substantial centralised marketing ensures consistent enquiries are directed straight to you. Supported by dedicated paraplanning and administrative specialists, you will have the operational freedom to focus entirely on advising rather than routine paperwork, all within an expanding firm that values forward-thinking professionals.

Key Responsibilities

• Deliver tailored, holistic financial planning strategies across pensions, investments, and protection, giving you full advisory autonomy and exposure to complex client scenarios.
• Capitalise on high-quality inbound referrals and centralised marketing leads, enabling you to build and expand a strong client base without relying on cold prospecting.
• Partner closely with established paraplanning and administrative specialists, freeing up your schedule to focus on high-value client engagement and strategic advisory work.
• Conduct comprehensive lifestyle financial reviews and ongoing consultations, allowing you to cultivate trusted, long-term client connections and strengthen your standing in the market.

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with progress towards or attainment of Chartered status highly regarded.
• Demonstrated track record of delivering regulated, holistic financial advice across investments, retirement planning, and protection.
• Strong interpersonal skills and commercial focus, giving you the ability to communicate technical recommendations with clarity and build lasting professional relationships.
• Sound working knowledge of FCA regulatory standards and compliance processes.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles

Wealth Planner, Chartered Financial Planner, Independent Financial Adviser, Wealth Management Consultant, Private Client Adviser

Referral scheme

We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.