What Jobs are available for Financial Advisor in London?

Showing 144 Financial Advisor jobs in London

Financial Advisor

Greater London, London Quilter Financial Planning

Posted 9 days ago

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Job Description

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Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.

APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning is offering excellent opportunities for Financial Advisors. As a business, we operate a strong network of advisors based across the UK. These office and field-based roles are open to financial advisers who are looking to develop and grow.

The Benefits:
  • All leads are professionally introduced through a robust lead generation process.
  • Attractive remuneration terms.
  • Full paraplanning and admin support.
  • Market-focused training provided.
  • Business and personal development.
  • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income.
  • National coverage.
  • Many great opportunities for Advisers to really maximize their earning potential.
The Role:
  • Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
  • Prepare sound financial plans to ensure clients meet their targets.
  • Advise clients on current financial issues and make recommendations.
  • Generate new business and build introducer relationships.
  • Customize financial plans according to clients’ changing needs.
  • Build strong relationships to retain existing clients.
  • Maintain and update knowledge of regulations, practices, and financial products.
About You:
  • Proven experience as a financial planner.
  • Ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems.
  • Attention to detail and strong math skills.
  • Strong ethics, with a customer-oriented attitude.
  • Outstanding communication skills, with the ability to foster long-term relationships.
  • Diploma in Financial Services.
Qualifications:
  • Diploma in Financial Advice.
  • Industry sales experience.
  • Strong understanding of investment and pension business.
  • Excellent interpersonal skills.
  • Ambition and hunger.
Seniority level:

Not Applicable

Employment type:

Full-time

Job function:

Consulting, Finance, and Sales

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Financial Advisor

Greater London, London Quilter Financial Planning

Posted today

Job Viewed

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Job Description

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!


This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.


As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.


The Benefits:

  • All leads are professionally introduced through a robust lead generation process
  • Attractive remuneration terms
  • Full paraplanning and admin support
  • Market focused training provided
  • Business and personal development
  • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
  • National coverage.
  • Many great opportunities for Advisers to really maximise their earning potential.


The Role:

  • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
  • Prepare sound financial plans to ensure clients meet their targets
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build introducer relationships
  • Customise financial plans according to clients’ changing needs
  • Build strong relationships to retain existing clients
  • Maintain and update knowledge of regulations, practices, and financial products



About You:

  • Proven experience as a financial planner
  • Ability to analyse financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Diploma in Financial Services


Qualifications:

  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger
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Financial Advisor

London, London Premier Jobs UK Limited

Posted 2 days ago

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Job Description

Are you a current or previous Financial Advisor looking to join a business with no micromanagement?

In this role as a Financial Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Financial Advisors.

You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.

The Practice Principal believes his team of Financial Advisors should work at their own pace and will not micro manage you.

Financial Advisor Requirements

  • You must hold your DipFA qualification or equivalent
  • Ideally, you should be a current Financial Advisor. However, they would consider individuals looking to return to Financial Services
  • Individuals who can self-generate some business would be advantageous

The Company

Our client is a long-established Financial Planning and Mortgage Advisory firm of nearly 30 years. Through their successful model, they have undertaken a period of growth and now have a team of over 40 Financial Advisors and Mortgage Advisors. Premier Jobs UK has worked closely with their Management team and has introduced over 70% of their team!

Financial Advisors and Mortgage Advisors who join this firm consistently are delighted with their decision and appreciate the support the business provides.

Financial AdvisorBenefits

  • Self-employed role with OTE of £60,000+
  • Clear commission structure with no fees
  • Home based Financial Advisor job
  • Our client is an appointed representative of one of the UKs leading networks which provides excellent induction training to enable you to achieve a flying start and on-going support and development

Locations

Home based

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information


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Independent Financial Advisor

Greater London, London mbf

Posted 9 days ago

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Job Description

2 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Recruitment within Financial Services, Insurance and Tech & Change

Financial Adviser

Location: City of London | Hybrid Working

Salary: to £85,000

Benefits: Discretionary bonus, full paraplanning & compliance support, structured progression, and excellent benefits package

Join a Leading Firm Where Collaboration and Quality Advice Drive Success

  • A highly regarded financial planning and professional services firm is seeking a qualified Financial Planner to join their growing team at Manager level. With a strong internal referral network, quality HNW clients, and full in-house support, this is a superb opportunity for an experienced adviser to flourish in a values-driven and collaborative environment.

The Role

  • As a Financial Adviser, you’ll take ownership of a portfolio of high-net-worth clients – including professionals, business owners, and private families – delivering tailored, holistic advice. With paraplanning, compliance, and administrative support provided, you’ll focus on client-facing work, building relationships and guiding clients through complex financial decisions.
  • You’ll also benefit from integrated in-house expertise, working closely with tax, legal, and accountancy teams to ensure clients receive joined-up, expert advice.

Key Responsibilities:

  • Manage and deepen relationships with a portfolio of HNW clients
  • Conduct discovery meetings, factfinding, and present financial plans
  • Collaborate with internal teams to deliver multi-disciplinary advice
  • Ensure compliance and best practice in all client interactions
  • Contribute to internal business development through cross-referrals

What We’re Looking For:

  • Chartered Financial Planner (or very close to Chartered status)
  • Minimum 3+ years’ experience in financial planning/advice
  • Demonstrated success in a client-facing advisory role
  • Strong interpersonal and organisational skills
  • Confident, collaborative, and commercially aware

What’s On Offer:

  • Competitive salary up to £85,000 (potentially higher for the right individual)
  • Annual discretionary bonus based on personal and firm performance
  • Hybrid working with excellent flexibility
  • Ongoing training and CPD, plus career progression pathways
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Customer Service

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London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

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Greater London, England, United Kingdom 6 days ago

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London, England, United Kingdom 1 week ago

Affiliate Financial Advisor - (Permanent Relocation to Saudi Arabia)

London, England, United Kingdom 2 weeks ago

Quilter Full-Time Financial Adviser Programme - London

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

Citi Global Wealth - Lending Advisory Head for UK, Europe, MEA

London, England, United Kingdom 1 week ago

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Associate - Strategic Advisory (Industrials)

Greater London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

Asset & Wealth Management - Administrative Assistant - London

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 days ago

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Independent Financial Advisor

London, London Sedulo Wealth

Posted 9 days ago

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Job Description

3 days ago Be among the first 25 applicants

Direct message the job poster from Sedulo Wealth

Our Mission

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

·Working with our clients to transform their business and personal finances

·Connecting and contributing to the business community in the cities we are located in

·Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation

·Being a great place to work and develop your career

About the Role

We are seeking a highly motivated and client-focused Independent Financial Adviser to provide impartial financial advice and planning services. You will work with a diverse portfolio of clients, helping them to achieve their financial goals by recommending suitable products and strategies from the whole of the market.

The ideal candidate will have strong technical knowledge, exceptional interpersonal skills, and a proven ability to build long-term client relationships based on trust, transparency, and results.

Key Responsibilities

  • Meet with clients to assess their financial circumstances, objectives, and risk tolerance.
  • Develop personalised financial plans covering areas such as investments, pensions, insurance, tax planning, and estate planning.
  • Present recommendations in a clear, compliant, and client-friendly manner.
  • Keep up to date with financial regulations, legislation, and market trends.
  • Maintain accurate, compliant records of advice given and client interactions.
  • Build and maintain long-term relationships with clients, providing ongoing reviews and adjustments to their plans as circumstances change.
  • Network and develop new business opportunities through referrals, events, and marketing initiatives.

Skills & Qualifications

  • As a minimum Level 4 Diploma in Regulated Financial Planning (or equivalent qualification). Ideally Chartered or working towards Chartered.
  • Robust experience in a FCA certified, client facing role.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong ethical standards and commitment to delivering unbiased advice.
  • Experience with cashflow modelling tools.
  • Business development and networking skills.

What We Offer

  • Competitive remuneration structure (salary and bonus).
  • Access to administrative and paraplanning support.
  • Flexibility to manage your own schedule and client portfolio.
  • A collaborative, supportive working environment.
  • A bespoke training and development plan with the opportunity to expand and diversify your skills
  • 26 days holiday (plus bank holidays), company pension scheme, health care plan, cycle to work scheme, death in service benefits and access to our in house Wealth Planning and Mortgage departments
  • Smart working and agile working hours including the ability to work remotely for up to 20% of your contracted time
  • Ability to work away from home remotely for up to 4 weeks per year, great for extending a trip to see family or making the most of warmer climates
  • All expenses paid annual social trip overseas

Our aim is to encourage and support all applicants during the application process, if you have any reasonable adjustments that you will require, please do not hesitate to get in touch via people@ sedulo.co.uk.

Any CVs sent to any member of our team on a speculative basis will not be recognised. We will not accept liability for any fee or commission should we subsequently employ a candidate who applied to us directly or was introduced by an instructed agency that may also have been submitted speculatively by an uninstructed agency.

In the event that an uninstructed agency's correspondence includes a disclaimer indicating otherwise, our policy will prevail.

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

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London, England, United Kingdom 1 week ago

London, England, United Kingdom 4 days ago

Graduate/Entry Level Operations Specialist (Financial Advice)

London, England, United Kingdom £30,000.00-£30,000.00 1 month ago

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Associate - PJT Park Hill (Private Capital Solutions)

London, England, United Kingdom 4 days ago

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Quilter - Trainee Financial Adviser Programme - London

London, England, United Kingdom 5 days ago

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Amberside Advisors - Financial Advisory Transaction Lead

London, England, United Kingdom 4 weeks ago

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Associate - Private Capital Advisory - Secondaries

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 month ago

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Insurance Financial Advisor

Greater London, London Access Financial Services

Posted today

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Job Description

Position: Protection Adviser

I am searching for talented Protection Advisers to be part of a high performing team at Access Financial Services. With in-depth training and back‑office support, you will strengthen our customer base while enjoying countless growth opportunities.

Access FS is a forward‑thinking, ambitious and motivated group of industry‑leading finance experts in the UK, currently experiencing high levels of growth, and presenting a great opportunity for you to grow your own business within ours.

Overview of the Job

Focused on protecting families and loved ones in the unfortunate event of illness, disability, or even death, you will be responsible for acquiring and communicating with prospects and presenting various protection solutions.

With all the basic information at hand, you will provide advice that is simple, friendly and to the point and offer optimal protection cover tailored to individual circumstances.

Key Responsibilities
  • Generate, call and book appointments with prospects.
  • Fact‑find with prospects to determine their circumstances.
  • Offer suitable protection plans aligned with customer's needs.
  • Communicate effectively face‑to‑face, over phone and email.
  • Handle relevant queries and respond promptly.
  • Work effectively to meet KPIs and drive business sales.
  • Ensure in-depth understanding of various types of policies and protection plans.
Skills and Qualities
  • Honesty and integrity.
  • Ability to understand and comprehend client issues.
  • Effective communication skills to guide a wide variety of customers.
  • Keen to learn new skills and grow.
  • Confident and responsive in answering client queries.
  • Ability to accurately record client information.
Requirements
  • Have sales experience.
  • Be able to communicate effectively.
  • Have a desire to succeed.
  • Use of top‑rated CRM software.
  • Accept extensive training and career growth opportunities.
  • Enjoy the challenges of a tough job and celebrate success as a team.
Employment Type

Full‑time (commission only).

Seniority Level

Entry level.

Job Function

Finance and Sales.

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Financial Advisor - Shanghai, China

New
London, London deVere Group

Posted today

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Job Description

Are you looking for your new role in Shanghai? Enjoy career growth, industry leading training, vibrant cultures, and unmatched opportunities in our dynamic financial hub. This position is for our office in Shanghai, China, you must be willing to self relocate to Shanghai for this role. We are a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Wealth Consultants who want to join us in our Shanghai office. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Consultant, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. Key Activities Build and develop a bank of wealth management clients (B2C only). Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach. Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings. Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients. Deliver needs-based solutions through effective communication and influencing. You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client. Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations. Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech. Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements. Skills Required You must have a minimum of a Bachelors Degree and 2 years relevant work experience post degree or a Masters degree from a Chinese University and have graduated within 1 year. Experience in face to face sales is a must. Service focused with strong numerical and analytical skills with close attention to detail. Previous experience in managing high net worth clients is desirable but not essential. An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous. A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service. Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments. A proven sales track record would be advantageous. Have ambition, hunger for success and be driven by targets. Company Benefits Opportunity for further chartered qualifications relevant to the industry. Multitude of career opportunities and progression. Opportunity to transfer to different locations. Competitive commission bonus based on a transparent structure. Individual and team training that supports your development. Client and employee events. Kindly attach your CV to the application to be considered.41bf1e1f-b16b-4260-a40a-17c77a06fd15
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Trainee Financial Advisor - Mauritius Based

London, London deVere Group

Posted 9 days ago

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MFC Salaried Financial Advisor (Recruitment Pool)

London, London Old Mutual Limited

Posted 9 days ago

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Job Description

**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Job Description**naProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities# # Customer ServiceProvide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.# Solutions AnalysisAnalyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.# Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.# Customer Relationship Management (CRM) DataSchedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.# Customer Needs ClarificationSet clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.# Customer Relationship Development / ProspectingDevelop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.# Operational ComplianceDevelop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.# Business DevelopmentMonitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.# Sales Opportunities CreationDevelop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.# Data ExplorationConduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.# Network of InfluenceDemonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.**Requirements: Skills, Qualifications and Experience required** • Grade 12 (Matric). • Valid Driver’s licence and Own Car • FAIS Compliance (NQF Level 5 FSCA Approved Qualification) • Clear criminal and credit check • Minimum of 3 years working experience (preferably in sales) • Computer literacy (MS Word, Powerpoint and Outlook) • Excellent communication skills (written and verbal) • Presentations skills an added advantage**Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.***Skills**Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships**Competencies**Action Oriented# # Balances Stakeholders# # Builds Networks# # Collaborates# # Communicates Effectively# # Customer Focus# # Drives Results# # Ensures Accountability**Education**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**30 January 2027 , 23:59***The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.***The Old Mutual Story!***Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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Senior Financial Crime Advisor

Greater London, London UNCOVER

Posted 9 days ago

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Job Description

Legal Risk & Compliance Recruitment Specialist

An international law firm is looking for a Senior Financial Crime Advisor to join their Risk & Compliance team in their London offices.

The ideal candidate for the Senior Financial Crime Advisor position will have experience working within a second line of defense compliance function. Candidates with only first line experience will not be considered for this position.

Key Responsibilities for the Senior Financial Crime Advisor role:
  • Act as a first point of contact for financial crime-related queries across the firm.
  • Provide advice and support on new client and new matter intake processes.
  • Review and analyse complex AML and sanctions matters, providing expert advice to the business with support from senior members of the team.
  • Contribute to the development and enhancement of risk and control frameworks, policies, procedures, and training materials.
  • Assist in preparing responses to internal audit findings and regulatory inspections, including conducting ad hoc file reviews and monitoring process improvements.
  • Support the completion of regulatory filings and submissions.
Skills & Experience:
  • Proven experience working within a second line Financial Crime/Compliance function, ideally within a law firm or professional services environment.
  • Strong understanding of AML, sanctions, and wider financial crime legislation and best practice.
  • Knowledge of sanctions regimes, PEPs, and other high-risk categories.
  • Familiarity with offshore structures, particularly in a funds or corporate services context, would be advantageous.
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Legal

Industries

Legal Services, Law Practice, and Financial Services

London, England, United Kingdom

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  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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