5 Financial Advisor jobs in London

This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire.

Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent.

Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients.

You will receive back office support from their support team consisting of Paraplanners and Administrators

Financial Adviser Requirements

• You must hold full Level 4 Diploma in Financial Planning or equivalent
• You must be a current Financial Adviser, confident in taking over and retaining acquired clients
• You should be able to bring / generate clients to supplement the clients provided

The Company

This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter

Financial Adviser Benefits

• Remuneration to be discussed at interview
• Open to considering employed or self-employed options
• Mixture of working location with travel to see clients, working from home and visits to their offices

Location

Surrey / Kent

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Experienced Financial Advisor

£65,000–£5,000 + Bonus + Commission

Leatherhead (Or London office)

Hybrid, 3 Days in Office

Full Client Bank Provided

Are you a seasoned Independent Financial Advisor ready to take the next step in your career?

We are currently hiring for an independent , boutique firm with a strong reputation for delivering bespoke financial solutions to high net worth (HNW) clients. Their investment arm is growing, and they are looking for a talented advisor to join and take over a prestigious client book.

What You’ll Be Doing:

• Manage and nurture an existing portfolio of HNW clients with over £4 million funds under management
• Work closely with the Investment Manager to deliver tailored investment strategies
• Build long-term relationships with key clients, ensuring exceptional service and trust
• Identify opportunities to grow the client base and contribute to the firm’s expansion

What We’re Looking For:

• Minimum 5 years of relevant experience as a Financial Advisor, ideally with HNW client exposure
• Strong understanding of investment products and financial planning
• Excellent interpersonal and relationship-building skills
• Ambition to grow within a dynamic, client-focused environment

What We Offer:

• Competitive base salary of £65, 0–£7 000
• Bonus of up to 10% , with a potential commission structure for direct business development/selling
• Direct access to the investment team and decision-makers
• A supportive, entrepreneurial culture with room to grow
• Hybrid working model – 3 days per week in either Leatherhead or London office

If you're ready to take ownership of a high-value client base and help shape a growing firm, we’d love to hear from you.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

REF: 88326

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **

One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships

Skills

• Understanding complex information - Analysing financial data
• Team building - Collaboration
• Consistency - Proficiency
• Professionalism - Adaptability
• Research and analysis - Client confidentiality
• Listening and communication - Record keeping
• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Qualifications:

• Diploma in Financial Advice
• Some Industry Sales experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Benefits

• Competitive salary and bonus package
• Back-office support

This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire.

Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities whe.