Financial Advisor

Rayment Recruitment; City Of London; On-site; GBP 50,000 - 100,000; Full time

Job summary

A leading financial services firm in London seeks an experienced Financial Advisor to manage high-net-worth clients. This role involves delivering tailored financial advice, conducting in-depth reviews, and collaborating with specialists. Ideal candidates will have a Level 4 Diploma in Financial Planning and a proven track record in client service. The position includes a competitive salary and comprehensive support, fostering professional growth in a dynamic environment.

Benefits

Performance-based incentives

Full paraplanning and administrative support

Opportunities for professional development

Flexible, collaborative work environment

Qualifications

• Chartered status preferred or working towards it.
• Proven track record of client retention, asset growth, and exceptional service.
• Client-first mindset with complex financial needs navigation.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Conduct in-depth financial reviews.
• Develop and present holistic wealth management strategies.
• Collaborate with in-house specialists.
• Stay informed on market trends.
• Contribute to business development initiatives.

Skills

Client retention

Investment market knowledge

Tax planning

Retirement strategies

Excellent communication

Relationship-building

Education

Level 4 Diploma in Financial Planning (DipPFS or equivalent)

Job description

Financial Advisor
London
Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support and a client book / leads
Full-time | Permanent

Are you an experienced and client-focused Financial Advisor ready to take the next step in your career?

It is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.

With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.

Financial Advisor Role:

• Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
• Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
• Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
• Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
• Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
• Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base

Financial Advisor Requirements:

• Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
• Proven track record of client retention, asset growth, and delivering exceptional service
• Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
• Excellent interpersonal, communication, and relationship-building skills
• Client-first mindset with the ability to navigate complex financial needs

Financial Advisor What’s On Offer:

• A competitive negotiable remuneration package with performance-based incentives
• Access to a high-quality client base
• Full paraplanning and administrative support to allow you to focus on client relationships
• Opportunities for continued professional development and progression to leadership roles
• A flexible, collaborative, and forward-thinking work environment

This role offers an exciting opportunity for individuals passionate about helping others achieve their financial aspirations while developing their careers in the dynamic field of finance.

Job Types: Full-time, Permanent

Pay: £50,000.00-£100,000.00 per year

Application question(s):

• Do you have Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or are you working towards Chartered status?
• Do you have strong knowledge of investment markets, tax planning, retirement strategies, and estate planning?

• Do you have Proven track record of client retention, asset growth, and delivering exceptional service?
• We abide by GDPR and will require your consent to collect, hold, store and use any personal data? Do you give your consent?

Work Location: In person