Independent Financial Advisor

IDEX Consulting Ltd; Greater London; Hybrid; GBP 75,000 - 85,000; Full time

Job summary

A respected financial advisory firm in London is seeking an experienced Financial Planner. This role offers a salary of up to £85,000 plus bonuses and benefits, along with a hybrid working model. The successful candidate will provide comprehensive financial advice to high net worth clients and will inherit an established portfolio, benefiting from substantial back office support. Ideal candidates will have a proven track record in business development and a strong ethical approach to client relationships.

Benefits

High earning potential

Full paraplanning and administration support

Flexible working

Qualifications

• Proven experience as a Chartered Financial Advisor with long-term success.
• Demonstrable skills in developing a professional connection network.
• Excellent ethical standards and consultative approach.

Responsibilities

• Provide high net worth clients with comprehensive financial advice.
• Utilize back office support for effective client management.
• Develop strong referral networks with professionals like accountants and solicitors.

Skills

New business development

Client generation

Networking with professionals

Education

Chartered Financial Advisor or equivalent

Job description

Financial Planner

London

Salary up to £85,000 basic plus bonus and benefits

Hybrid working

A highly regarded IFA in London are looking to add strong experience to their existing high performing team of advisors.

This is a superb opportunity for the following reasons:

• High earning potential
• Hybrid working
• Full paraplanning, administration and compliance support
• A broad range of advice dealing with a core high net worth client portfolio
• Ambitious growth plans that will present various career development opportunities
• Clients to inherit who are in the HNW and UHNW space

What we are looking for:

• An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role
• Someone who can demonstrate skills in new business development and client generation
• Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
• Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

This is a superb Financial Advisor opportunity based in central London with back office support, top level salary, superb bonus and overall earning potential plus flexible working.