Financial Adviser – Chartered (or close to)
London central - (Hybrid working available)
Up to £85,000 basicplus performance-based bonuses and company benefits
Clients to inherit from day one
This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London.
We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey
The Role
This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You’ll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way.
Key Responsibilities:
- Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning
- Manage and develop relationships with a loyal base of existing clients
- Identify new advice opportunities through reviews, referrals, and internal channels
- Collaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice process
- Maintain high professional and ethical standards in line with their Chartered status
Requirements:
- Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to)
- Minimum 3 years of experience as a Financial Adviser
- Strong interpersonal and relationship management skills
- Confidence in dealing with complex client needs and high-net-worth individuals (£1 million plus average case size)
- Based in or near London with flexibility for face-to-face and remote meetings
- A team player who values long-term relationships over short-term gains
Why could this opportunity be for you?
- A supportive, client-first culture backed by financial and tech focused support
- A book of existing clients ready for you to manage and grow
- Hybrid working options
- Dedicated paraplanning and admin support to allow you to focus on what you do best
- Access to market-leading technology, compliance, and training
- Clear progression opportunities and CPD support
Next steps?
If you're an experienced, Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we'd love to hear from you. Please send your cv or use the contact info below for a confidential discussion
Contact David Elders on 07407626734 or david.elders@idexconsulting.com
