Financial Adviser

1 week ago

London Area, United Kingdom Gilson Gray Financial Management Full time

About Gilson Gray

Gilson Gray Financial Management Ltd is part of the wider Gilson Gray Group, a dynamic and ambitious organisation offering legal, property, lettings, and wealth management expertise across the UK. Our Financial Management team brings decades of experience, supporting clients at every stage of life with personalised, high-quality financial advice.

We are a fast-growing, forward-thinking business that has significantly expanded in recent years. Joining us means becoming part of a motivated and supportive team where your contribution will make a real impact. This is an exciting opportunity to be part of a business that values innovation, collaboration, and career development while delivering exceptional, client-focused service and building lasting relationships with those we serve.

The Role

  • Meet clients to understand financial goals & risk tolerance
  • Advise on investments, retirement, protection & lending
  • Review and adjust plans based on life changes
  • Build and maintain a client portfolio
  • Deliver tailored strategies to safeguard client assets

What We're Looking For

  • Diploma Level 4 qualified or equivalent (essential)
  • 1+ years' holistic financial advice experience
  • Proactive, ambitious & client-focused
  • Strong team spirit & communication skills
  • Knowledge of cash flow modelling (preferred)

How Gilson Gray Financial Management Will Support You

  • Bespoke onboarding support
  • Existing client servicing opportunities
  • Access to quality leads to help you grow your client bank
  • Access to St. James's Place Advice Guarantee*
  • Technical, marketing & chartered progression support
  • Streamlined admin so you focus on clients

Benefits

  • Competitive salary with annual review and potential bonus award depending upon performance
  • 32 days holiday a year (includes bank holidays)
  • Birthday day off
  • 3 x Death in Service benefits
  • Membership of an occupational pension scheme
  • Wellbeing initiatives and opportunity to access online Health Provider

If this sounds like the right opportunity for you, we'd love to hear from you, please apply above.

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