Independent Financial Advisor

3 weeks ago


London, UK, United Kingdom mbf Full time

Are you an experienced financial adviser passionate about helping clients achieve their financial goals? Our client, a well-established leader in wealth management with nearly two centuries of experience, is looking for a dedicated Financial Adviser to join their London team.


This role provides the chance to make a tangible difference in clients lives by offering personalised financial planning solutions in a firm that values integrity, client focus, and performance.

About the Role


As a Financial Adviser, you'll play a crucial role in delivering tailored financial advice that empowers clients across various life stages. You’ll help manage and grow existing relationships while actively developing new ones, supported by a highly collaborative team of professionals.


Key Responsibilities:

  • Client-Focused Financial Planning: Provide bespoke financial advice, covering retirement planning, inheritance, tax efficiency, and more to help clients achieve their financial objectives.


  • Relationship Building: Develop trusted relationships with both new and existing clients, ensuring ongoing satisfaction and creating opportunities for referrals.


  • Collaborative Approach: Work closely with Investment Management and Professional Services teams, integrating comprehensive advice for clients.


  • Meeting Structuring: Lead client meetings with professionalism and clarity, ensuring advice is accurate, timely, and meets each client’s specific needs.


  • Pipeline Management: Maintain accurate records in the New Business Pipeline, ensuring all details are updated and organized.


What You’ll Bring:

  • Diploma qualified and working toward Chartered status, with a Level 4 or above certification.


  • A minimum of 4 years in financial advisory roles with experience in fee-based client management.


  • Strong communication skills to deliver holistic financial planning strategies clearly and effectively.


  • Proven expertise in managing client relationships, with a service-focused approach that builds long-term trust.


  • Ability to work within a regulatory framework, balancing compliance with excellent client service.


What’s in It for You?


  • Competitive Salary: Up to £95,000 with an annual bonus structure.


  • Benefits Package: Private medical insurance, life assurance, and a generous pension contribution.


  • Work-Life Balance: Hybrid working model, allowing for flexibility to meet personal and professional commitments.


  • Professional Growth: A strong commitment to continuous development, with opportunities for CPD and career advancement.


  • Inclusive Environment: A company dedicated to diversity and inclusion, ensuring a supportive workplace where everyone can achieve their best.


  • Financial Advisor

    6 months ago


    London, UK, UK, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

  • Financial Advisor

    3 weeks ago


    London,, UK, United Kingdom deVere Acuma Full time

    Launch Your Career as a Financial Planning Trainee with deVere Group in DubaiWho We AredeVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning. Our Dubai Marina office is expanding, and we are looking for two motivated individuals to join our Financial Planning...

  • Financial Advisor

    6 months ago


    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Investment Advisor

    4 weeks ago


    London,, UK, United Kingdom LOM Financial Group - Wealth Management Full time

    Salary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus. Starting Salary Range $100,000 which will rise quickly with an increase of AUM. The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman...


  • London,, UK, United Kingdom Hoxton Wealth Full time

    About Us: Hoxton Wealth UK, established in 2018, is a leading financial services firm managing approximately £2 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA. Role Overview: As a Senior...


  • London,, UK, United Kingdom Cavendish Maine Full time

    This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to join their Wandsworth office and service an existing client bank.Role and Responsibilities:Build sustainable relationships with clients.Complete annual reviews within required...


  • London, UK, United Kingdom CER Financial Full time

    Head of Wealth Management City of London Permanent Salary based on experience cer Financial are working alongside an international bank who are based in the City of London. They are seeking a Head of Wealth Management to work with them on a permanent basis. The Suitabel candidate must have experience with the AFRICAN MARKETS - Please do not apply unless you...

  • Financial Accountant

    2 months ago


    London,, UK, United Kingdom Finrox Recruitment Full time

    Our client is a fast growth streetwear brand in London. They are seeking a highly organised and self-motivated Financial Accountant to be the first in house finance hire and work closely with the external accountants. The successful candidate will be responsible for managing all financial operations, reporting directly to the CCO and senior management. This...


  • London,, UK, United Kingdom Synchronicity Financial Services Full time

    We ae recruiting for a Level 4 Diploma qualified T&C Supervisor for a highly regarded Chartered Independent Financial Planning firm. This role is responsible for the supervision of financial advisors, working alongside the other T&C supervisors and the wider T&C function, contributing to the progressive development of T&C across the firm. The role focuses on...

  • Mortgage Advisor

    3 months ago


    London, UK, UK, United Kingdom Secure Mortgages & Protection Full time

    If you are an experienced Mortgage Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with you.Secure Mortgages and Protection (SMP) are a strategic partner of deVere, the worlds largest international advisory and...


  • London,, UK, United Kingdom LAW Absolute Full time

    Business Development Advisor – Financial Regulations Global law firm Hybrid working 12 month FTCOn of the global law firm’s is looking for recruit a BD Advisor to support their leading financial reg practice. As one of two BD Advisors and with the support of a coordinator, you will be based in the London office with hybrid working. As a team you will...


  • London, UK, UK, United Kingdom deVere Group Full time

    Transform Your Career: Join deVere Group and Shape the Future of Financial AdvisorydeVere is an award-winning, globally leading company dedicated to making a positive impact on our clients' lives and financial well-being. We are committed to sustainability, rewarding careers, and the highest standards of service.Opportunities for Financial Sales...

  • Office BDM

    5 months ago


    London, UK, United Kingdom Woods Foster Full time

    Our client is a leading provider of innovative financial solutions tailored to meet the diverse needs of investors. The firm specialises in offering structured products designed to optimize returns and manage risk across various market conditions. With a commitment to excellence and a focus on delivering value to our clients, they strive to empower financial...


  • London,, UK, United Kingdom Ardent Financial Limited Full time

    Ardent Financial Limited offers specialised private placement services designed to help corporations raise capital efficiently and strategically. In public and private markets, our private placement division focuses on advising, structuring and placing structured equity and debt instruments, tailored to each client’s specific objectives. With an extensive...

  • Financial Advisor

    23 hours ago


    London, UK, UK, United Kingdom deVere Acuma Full time

    Are you ready to explore new horizons and advance your career abroad.With 250,000 people leaving the UK each year in search of new opportunities, the time is ripe for change. We’re seeking experienced financial consultants to join our team and address the soaring demand for top-notch financial advice. This opportunity is not UK based deVere Group is...


  • London,, UK, United Kingdom Undisclosed Full time

    We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth, they are looking to add an experienced client advisor to their team. This is one of the most exciting FinTechs that have launched in the last decade and already have...


  • London, UK, United Kingdom Jigsaw Financial Full time

    Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...


  • London,, UK, United Kingdom Secure Mortgages & Protection Full time

    About the CompanyIf you are an experienced Protect & Mortgage Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with you. Secure Mortgages and Protection (SMP) are a strategic partner of deVere, the worlds largest...

  • Paraplanner

    2 months ago


    London,, UK, United Kingdom Financial Divisions Full time

    Experienced Paraplanner Work on 1-2-1 basis with highly experienced Adviser Basic salary £45k - £60k + benefits packageCity of London office - hybrid working after training My client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300...


  • London,, UK, United Kingdom RCQ Associates - Financial Markets Specialists Full time

    A new CMBS Investment Associate opening has come up with a specialist fund, based in the West End.You will be involved in:Credit Analysis and Risk Management: Conduct in-depth credit analysis of new and existing transactions, assign credit ratings, and attend client meetings. Lead credit team input into pricing and structuring of deals.Portfolio Management...