Financial Advisor

Overview

Our client, a rapidly growing wealth management practice established over 20 years ago, is currently seeking both experienced and trainee financial advisors (Minimum Level 4 Diploma Qualified).

Based in Canary Wharf, our client offers hybrid working and, if trainee level, a comprehensive training programme delivered by their advisor development director.

Our client are seeking advisors who are looking to join a business on a self-employed basis.

The business offers an excellent commission and bonus structure and access to a high volume of inbound prospects/leads weekly.

As a Financial Advisor, you will work closely with clients to understand their financial goals, develop strategic plans, and provide ongoing advice across a range of financial products and services. This is an excellent opportunity for a driven advisor to join a supportive team, with strong potential for business development and earnings growth.

• Build and maintain strong relationships with clients, acting as their trusted financial advisor.
• Conduct financial reviews, assess risk, and provide tailored advice on investments, pensions, protection, and estate planning.
• Identify new business opportunities through referrals, networking, and proactive client engagement.
• Stay fully compliant with FCA regulations and internal policies.
• Keep up-to-date with market trends, investment strategies, and product knowledge.
• Collaborate with internal teams to deliver exceptional client experiences.

• Level 4 Diploma in Financial Planning (or equivalent) mandatory. Advanced qualifications (CFP, Chartered Status) desirable.
• Experience:
  
  Minimum 3-5 years' experience as a financial advisor within the UK financial services sector. Proven track record in delivering advice, growing client portfolios, and generating revenue.
• Skills:
  • Strong interpersonal and communication skills
  • Client-focused with excellent relationship management skills
  • Commercial awareness and business development capability
  • Strong analytical skills with attention to detail
  • IT literate; proficient in financial planning software

• Competitive salary + uncapped bonus/commission structure (OTE £100k+ achievable).
• Hybrid working options with office in Central London.
• Opportunity to join a supportive, high-performing team with career progression.
• Access to a diverse client base and variety of complex financial planning cases.
• Professional development and continued learning support.

If you are either an experienced or trainee financial advisor and would like to find out more please apply today.