Independent Financial Adviser

JR United Kingdom; Hounslow; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading financial firm seeks an experienced Independent Financial Adviser in southwest London. This role offers the opportunity to inherit an established client book of approximately 100 clients while providing holistic financial advice. The ideal candidate will possess a Level 4 Diploma and proven experience in advising high-net-worth individuals, along with excellent interpersonal skills. Attractive benefits include a competitive salary, performance bonuses, and support for professional development.

Benefits

Performance-based bonuses

Support with professional fees and exams

Employee wellbeing programmes

Discounts with local businesses

Qualifications

• Proven experience advising high-net-worth clients across various financial planning areas.
• Strong understanding of regulatory compliance and technical financial knowledge.
• Additional qualifications are a plus.

Responsibilities

• Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning.
• Build and maintain long-term client relationships through tailored advice.
• Develop new business through networking and internal referrals.

Skills

Client-first mindset

Interpersonal skills

Technical knowledge

Regulatory understanding

Education

Level 4 Diploma in Financial Planning (DipPFS or equivalent)

SPS (Statement of Professional Standing)

Chartered Financial Planner or CFP (desirable)

Job description

Social network you want to login/join with:

Independent Financial Adviser, south west london

col-narrow-left

Client:

mbf

Location:

south west london, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

col-wide

Job Description:

An exciting opportunity has arisen for an experienced Independent Financial Adviser (IFA) to join a well-established and highly regarded financial planning team based in Cardiff. This is an integral appointment for a successful firm offering the chance to take over an existing client book and continue to grow through warm internal referrals and your own business development.

The Opportunity:

• Inherit a client book of approximately 100 clients, representing around £23 million in AUM and £100k in recurring income
• Provide high-quality, holistic financial planning advice to high-net-worth individuals
• Work closely with internal departments who generate ongoing client referrals
• Join a firm committed to client outcomes, compliance, and ongoing adviser support

Key Responsibilities:

• Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning
• Build and maintain long-term client relationships through regular reviews and tailored solutions
• Develop new business opportunities through networking, referrals, and cross-department collaboration
• Ensure all advice and documentation complies with regulatory requirements

What You’ll Need:

• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• SPS (Statement of Professional Standing)
• Proven experience advising high-net-worth clients across a range of financial planning areas
• Strong technical knowledge and up-to-date regulatory understanding
• A client-first mindset and excellent interpersonal skills
• Additional qualifications such as Chartered Financial Planner or CFP are highly desirable

Benefits Include:

• Salary up to £55,000 (DOE) plus performance-based bonuses
• Client book provided
• Support with professional fees and exams
• Employee wellbeing and assistance programmes
• Discounts with local businesses and other employee perks

This is a unique opportunity to step into a fully supported role with an active client base and ongoing development potential.