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Financial Adviser
Résumé du poste
A financial advisory firm in London seeks a Financial Adviser to manage an established client bank. This role offers a stable salary linked to assets under management and 50% on initial fees, with full admin support. You will focus on building relationships while advising on investments, pensions, and estate planning, supported by ongoing referrals and training opportunities for career development. Ideal candidates will hold a Level 4 Diploma and have a few years of advising experience.
Prestations
Qualifications
- Level 4 Diploma as a minimum (CII / CISI) + SPS in place.
- A few years' experience advising clients.
Responsabilités
- Take on an established client bank and build strong relationships.
- Review, advise, and grow both clients' portfolios and your own career.
- Receive ongoing referrals and lead generation support.
Formation
Outils
Financial Adviser – Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready‑made client bank. If you’re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it.This firm has created the kind of environment advisers actually want to work in :
- AUM ready and waiting (from £40m upwards depending on experience)
- Salary directly linked to AUM (£40k – £100k+)
- 50% paid on all initial fees – no thresholds to worry about
- Full admin + paraplanning support so you can focus on clients, not paperwork
- Tech that makes your job easier (FE Analytics, Voyant, CRM systems)
- Training and development to get you to Chartered (if you’re not there already)
You’ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You’ll review, advise, and grow – both your clients’ portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you’ll have everything you need to succeed.
- Level 4 Diploma as a minimum (CII / CISI) + SPS in place
A few years’ experience advising, wi...
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.