Explore exciting Financial Advisor jobs in 37 Financial Advisor jobs in London
Financial Advisor
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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
Financial Advisor
Posted 2 days ago
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Employed Financial Adviser (Clients Provided)
Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager
Role Overview
Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships.
Key Responsibilities
- Provide holistic financial advice to HNW individuals, families, and institutions.
- Manage, nurture, and grow existing client relationships.
- Develop financial plans covering pensions, investments, estate planning, taxation, and risk management.
- Expand your client base through referrals, networking, and quality in-house leads.
- Partner with internal teams to streamline client service delivery.
- Stay current with market trends, regulatory changes, and industry best practices.
Required Qualifications & Experience
- Minimum 3 years' experience in financial advisory or wealth planning.
- Level 4 Diploma in Regulated Financial Planning - Required .
- Chartered Financial Planner status (Level 6) - Preferred .
- Demonstrated success in working with HNW clients.
- Strong communication skills and a client-centric approach.
What We Offer
- Pre-assigned portfolio of HNW clients.
- Competitive salary with uncapped earning potential.
- Full paraplanning, admin, and marketing support.
- Career development through mentoring and ongoing training.
- Hybrid working structure with flexibility and autonomy.
Benefits
- 24 days annual leave (plus your birthday off), increasing with tenure.
- NHS Medicash Health Plan.
- Life Assurance & Income Protection.
- Regular team socials and networking events.
- Supportive, collaborative culture within an agile firm.
Independent Financial Advisor
Posted today
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North West LondonnHybrid Working | Growing Financial Services Firm | Excellent Benefitsn167 Solutions are proud to be representing a dynamic and expanding Financial Services firm based in North West London. Our client is growing their advisory team and is seeking motivated and client-focused Independent Financial Advisors to join their journey of success.nThe Role:nAs an Independent Financial Advisor, you will:nDeliver holistic financial advice across pensions, investments, protection, and estate planning.
Build and nurture long-term client relationships with a focus on trust and tailored solutions.
Create bespoke financial plans in line with FCA regulations, ensuring clients achieve their goals.
Manage and grow your client portfolio, supported by high-quality leads, paraplanning,
administrative support, and modern financial planning systems .
Contribute to the continued growth and reputation of the firm as a trusted financial partner.
Whats on Offer:nHybrid working model with flexibility to split time between office and home.
Access to qualified leads and established referral networks.
Comprehensive paraplanning, administrative support, and robust systems provided to ensure you can focus on clients.
Ongoing professional development and career progression opportunities.
Collaborative culture within a forward-thinking and ambitious team.
About You:nLevel 4 Diploma in Regulated Financial Planning (DipFA/CII or equivalent)
essential.
Demonstrable experience in an IFA or financial planning role.
Excellent communication and relationship-building skills.
Entrepreneurial, self-motivated, and client-first approach.
Strong technical knowledge across pensions, investments, and protection.
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Independent Financial Advisor
Posted today
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UK wide location
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.nAre you an experienced Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!nAbout UsnWe are working with a privately owned I ndependent Financ.
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Independent Financial Advisor
Posted today
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Independent Financial Advisor (IFA) North West London
Hybrid Working | Growing Financial Services Firm | Excellent Benefits
167 Solutions are proud to be representing a dynamic and expanding Financial Services firm based in North West London. Our client is growing their advisory team and is seeking motivated and client-focused Independent Financial Advisors to join their journey of success.
The Role.
Financial Advisor - London
Posted 25 days ago
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Financial Advisor
Our client, a distinguished financial services firm, is seeking a motivated Financial Advisor newly qualified seeking progression and development. This role presents a remarkable opportunity for career development in the dynamic field of financial advising.
Role Overview:
The Advisor will primarily assist with client services, supporting the management and development of client relationships. The successful candidate will be entrusted with a book of clients and will be responsible for maintaining and enhancing client satisfaction.
Key Responsibilities:
- Provide comprehensive support to senior advisors in managing client portfolios.
- Engage with clients to understand their financial goals and assist in developing strategies to achieve them.
- Ensure compliance with regulatory standards and maintain up-to-date knowledge of the financial market.
Qualifications:
- Candidates must be on the path to or have completed their Level 4 qualifications.
- A strong interest in financial markets and personal financial planning.
- Excellent communication and interpersonal skills.
Salary & Benefits:
- A starting salary from £2,500 GBP per month, negotiable based on the candidate's experience and qualifications.
- In addition to the salary, the role offers the potential to earn commission based on performance.
- This role provides an excellent platform for growth within the financial services industry, particularly in the offshore market.
Why?
- Work with a portfolio of clean assets.
- Be part of a firm that values transparency and integrity in managing client investments.
- Accelerate your career growth with hands-on experience and structured progression towards becoming a Full Advisor.
Application Process:
If you are ambitious, driven, and ready to take the next step in your financial advising career, we invite you to apply. Please submit your CV and cover letter, outlining your suitability for the role and your career aspirations.
Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.
Director of Wealth & Investment Management
Posted 10 days ago
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Director of Wealth & Investment Management
Location: City, London
Package: Competitive salary + Bonus + Benefits
Director of Wealth & Investment Management - Company Overview:
My client is a leading wealth management firm, delivering personalised financial advice and comprehensive services in wealth planning, investment management, and lending. Their approach to Wealth & Investment Management is centred on long-term client relationships, preserving and growing wealth, and providing highly tailored solutions. With decades of expertise in Wealth & Investment Management, my client has earned the trust of high-net-worth individuals seeking both security and opportunity.
Director of Wealth & Investment Management - Role Overview:
My client is seeking a Director of Wealth & Investment Management to lead and expand their private banking and investment services. This is a senior appointment with responsibility for strategic leadership, business development, and the delivery of a seamless, client-first experience across all Wealth & Investment Management activities.
Director of Wealth & Investment Management - Key Responsibilities:
- Lead the Wealth & Investment Management teams, driving growth and ensuring exceptional client service. li>Build and maintain strong relationships with high-net-worth clients, delivering bespoke solutions in Wealth & Investment Management.
- Oversee investment, lending, and wealth planning services to align with clients’ objectives. < i>Develop business strategies to grow assets under management and strengthen my client’s Wealth & Investment Management offering. < i>Work closely with internal teams to ensure seamless delivery of Wealth & Investment Management services.
- Mentor senior relationship managers, promoting a high-performance, client-first culture within Wealth & Investment Management.
- Ensure compliance with all regulatory requirements in the delivery of Wealth & Investment Management solutions.
Director of Wealth & Investment Management - Candidate Requirements:
- Significant experience in Wealth & Investment Management or private banking, with a track record in client acquisition and portfolio growth.
- Strong leadership skills with experience managing high-performing teams in Wealth & Investment Management.
- Excellent communication and relationship-building abilities.
- Broad knowledge of investment strategies, lending, and wealth planning for high-net-worth clients.
Why Join My Client:
- A senior leadership role in a respected wealth management business focused on bespoke Wealth & Investment Management services.
- A culture that values integrity, growth, and long-term client relationships.
- Competitive remuneration and benefits aligned with seniority and performance.
Director of Wealth & Investment Management
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Director of Wealth & Investment Management
Posted 10 days ago
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Job Description
Director of Wealth & Investment Management
Location: City, London
Package: Competitive salary + Bonus + Benefits
Director of Wealth & Investment Management - Company Overview:
My client is a leading wealth management firm, delivering personalised financial advice and comprehensive services in wealth planning, investment management, and lending. Their approach to Wealth & Investment Management is centred on long-term client relationships, preserving and growing wealth, and providing highly tailored solutions. With decades of expertise in Wealth & Investment Management, my client has earned the trust of high-net-worth individuals seeking both security and opportunity.
Director of Wealth & Investment Management - Role Overview:
My client is seeking a Director of Wealth & Investment Management to lead and expand their private banking and investment services. This is a senior appointment with responsibility for strategic leadership, business development, and the delivery of a seamless, client-first experience across all Wealth & Investment Management activities.
Director of Wealth & Investment Management - Key Responsibilities:
- Lead the Wealth & Investment Management teams, driving growth and ensuring exceptional client service. li>Build and maintain strong relationships with high-net-worth clients, delivering bespoke solutions in Wealth & Investment Management.
- Oversee investment, lending, and wealth planning services to align with clients’ objectives. < i>Develop business strategies to grow assets under management and strengthen my client’s Wealth & Investment Management offering. < i>Work closely with internal teams to ensure seamless delivery of Wealth & Investment Management services.
- Mentor senior relationship managers, promoting a high-performance, client-first culture within Wealth & Investment Management.
- Ensure compliance with all regulatory requirements in the delivery of Wealth & Investment Management solutions.
Director of Wealth & Investment Management - Candidate Requirements:
- Significant experience in Wealth & Investment Management or private banking, with a track record in client acquisition and portfolio growth.
- Strong leadership skills with experience managing high-performing teams in Wealth & Investment Management.
- Excellent communication and relationship-building abilities.
- Broad knowledge of investment strategies, lending, and wealth planning for high-net-worth clients.
Why Join My Client:
- A senior leadership role in a respected wealth management business focused on bespoke Wealth & Investment Management services.
- A culture that values integrity, growth, and long-term client relationships.
- Competitive remuneration and benefits aligned with seniority and performance.
Director of Wealth & Investment Management
Financial Controller - Investment Management
Posted today
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Job Description
Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.
Responsibilities:
- Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
- Quarterly accounts and investor reporting;
- Transaction and deal support.
- Monitor and review transactions including capital calls, distribution calculations and notices;
- Review management fee and carry calculations;
- Assist with forecasting of liquidity requirements for SPV entities;
- Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
- Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
- Develop an understanding of investment holding structures and ensure these are maintained correctly.
- Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
- Work with the SPV administrators to ensure investors receive timely financial information and reporting.
- Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
- Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.
Qualifications:
- Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
- 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate.
- Qualified ACA/ ACCA/ CA
Product Delivery Coach (Investment Management)
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Product Delivery Coach (Investment Management)
Duration: 12 months contract
Pay: £505/day (PAYE) to £605/day (umbrella)
Location: London (4 days in the office)
Investment Management client requires two Product Delivery Coaches to elevate their product delivery practices across the enterprise. This role is focused on hands-on product coaching: driving day-to-day coaching and facilitation within product pods and groups, shaping onboarding and training programs, and enabling enterprise-level alignment across strategy and delivery.
The SVP will be aligned to specific platforms and geographies, ensuring delivery practices are consistent, meeting best practices and are client focused. They will also support an outcome-driven, product-led organization.
Key Responsibilities
- Serve as a trusted coach for product pods and groups, providing hands-on support in product management delivery practices, and cross-platform collaboration.
- Facilitate retrospectives, sprint reviews, backlog refinements, and other activities that support PO and PMs in PODs and Groups, embedding best practices tailored to a product-led development model.
- Review and refine user stories, initiatives, epics, and requirements to ensure clarity, traceability, and compliance with regulatory, risk, and audit standards.
- Act as a connector across pods, resolving platform-related product questions and aligning initiatives across client, product, and geographic dimensions.
- Partner with product and technology leadership to enable timely, client-centered delivery while balancing regulatory discipline and business priorities.
- Drive adoption of outcome-based roadmaps, OKRs, and product success measures to move teams beyond outputs toward measurable impact.
- Support in efforts to evolve team from project-based to empowered product models, fostering a strong product mindset across the organization.
- Support Product Practice through onboarding programs and ongoing training support that reinforce product delivery standards, regulatory awareness, and cross-pod collaboration.
- Guide product teams to ensure balance between innovation, speed, and regulatory obligations.
Qualifications & Experience
- 5–9 years of product management, delivery, or product coaching experience
- Proven expertise in agile product delivery, backlog management, and cross-functional product coaching, ideally supported by work with organizations like General Assembly, Product School, or similar and in the financial services or fintech environments.
- Familiarity with financial services products, platforms, and client segments
- Demonstrated ability to connect across pods, platforms, and geographies, ensuring alignment in complex organizations.