Chartered Financial Advisor – to take over retiring Advisers client bank

London | £65,000–£75,000 + Bonus + Benefits

The Opportunity

Join a fantastic, supportive, and fast-growing firm as a Financial Adviser, where collaboration is at the heart of everything they do. This is a rare opportunity that has arisen due to retirement, offering you an established portfolio of UHNW clients from day one. You’ll be part of a business where everyone has a seat at the table, your voice is heard, and your success is genuinely supported. With a strong infrastructure of experienced administrators and Paraplanners behind you, you’ll be empowered to focus on delivering high-quality advice and building meaningful client relationships.

What You’ll Be Doing

• Manage and develop a portfolio of HNW/(UHNW) clients as a Financial Adviser
• Provide tailored financial planning and investment advice
• Build long-term relationships and deliver ongoing client reviews
• Ensure advice is compliant, well-researched, and clearly documented
• Identify new opportunities and grow your professional network
• Contribute to revenue targets and overall business growth

What’s On Offer

• Established client bank from day one
• Dedicated support from Administrators and Paraplanners
• A genuinely collaborative culture where every Financial Adviser contributes
• Support to build your personal brand (marketing/PR)
• Strong career progression and development opportunities
• Flexible, home-based working with client travel

About You

• Chartered or a few exams away and with a valid SPS
• Strong technical knowledge of financial planning and regulations
• Excellent communication and relationship-building skills
• A people-focused Financial Adviser who enjoys working as part of a team
• Self-motivated, organised, and client-focused
• Full UK driving licence

Benefits

• 30 days holiday + bank holidays
• 3 additional days for wellbeing/celebrations
• Private medical insurance + 24/7 GP access
• Enhanced family leave
• Pension, life assurance & wellbeing support
• Referral bonus scheme