Hybrid Financial Adviser - HNW Planning & Chartered Path

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 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.