Independent Financial Advisor

mbf; Greater London; Hybrid; GBP 70,000 - 85,000; Full time

Job summary

A leading financial planning firm is seeking a qualified Financial Adviser to manage a portfolio of high-net-worth clients in London. The role offers hybrid working, a competitive salary up to £85,000, and comprehensive support, enabling you to deliver tailored financial advice in a collaborative environment.

Benefits

Discretionary bonus

Full paraplanning & compliance support

Structured progression

Excellent benefits package

Qualifications

• Minimum 3+ years’ experience in financial planning/advice.
• Demonstrated success in a client-facing advisory role.

Responsibilities

• Manage and deepen relationships with a portfolio of HNW clients.
• Conduct discovery meetings and present financial plans.
• Collaborate with internal teams to deliver multi-disciplinary advice.

Skills

Interpersonal skills

Organisational skills

Commercial awareness

Education

Chartered Financial Planner

Job description

2 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Recruitment within Financial Services, Insurance and Tech & Change

Financial Adviser

Location: City of London | Hybrid Working

Salary: to £85,000

Benefits: Discretionary bonus, full paraplanning & compliance support, structured progression, and excellent benefits package

Join a Leading Firm Where Collaboration and Quality Advice Drive Success

• A highly regarded financial planning and professional services firm is seeking a qualified Financial Planner to join their growing team at Manager level. With a strong internal referral network, quality HNW clients, and full in-house support, this is a superb opportunity for an experienced adviser to flourish in a values-driven and collaborative environment.

The Role

• As a Financial Adviser, you’ll take ownership of a portfolio of high-net-worth clients – including professionals, business owners, and private families – delivering tailored, holistic advice. With paraplanning, compliance, and administrative support provided, you’ll focus on client-facing work, building relationships and guiding clients through complex financial decisions.
• You’ll also benefit from integrated in-house expertise, working closely with tax, legal, and accountancy teams to ensure clients receive joined-up, expert advice.

Key Responsibilities:

• Manage and deepen relationships with a portfolio of HNW clients
• Conduct discovery meetings, factfinding, and present financial plans
• Collaborate with internal teams to deliver multi-disciplinary advice
• Ensure compliance and best practice in all client interactions
• Contribute to internal business development through cross-referrals

What We’re Looking For:

• Chartered Financial Planner (or very close to Chartered status)
• Minimum 3+ years’ experience in financial planning/advice
• Demonstrated success in a client-facing advisory role
• Strong interpersonal and organisational skills
• Confident, collaborative, and commercially aware

What’s On Offer:

• Competitive salary up to £85,000 (potentially higher for the right individual)
• Annual discretionary bonus based on personal and firm performance
• Hybrid working with excellent flexibility
• Ongoing training and CPD, plus career progression pathways

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Customer Service

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