Financial Adviser - Manage an Established Client Bank, Central London, hybrid, £65,000 - Financial Divisions : Job Details

Central London with hybrid working flexibility

£65,000 + excellent benefits

A highly successful Chartered Wealth Management firm is seeking an experienced Financial Adviser to take over a well-established client book from a retiring Adviser. This firm has achieved remarkable growth both organically and through acquisitions, building an outstanding reputation in the local area. Following a prosperous year, they are expanding their team to ensure continued excellence in client service.

This opportunity is ideal for a Financial Adviser who enjoys client interaction and delivering transparent, high-quality advice but prefers to focus on managing existing relationships rather than new business development. You’ll work closely with the outgoing Adviser to ensure a seamless handover, maintaining the close and personal relationships they’ve cultivated over many years.

The client base is diverse, including retirees, accumulators, and owner-managers of local SMEs. The firm provides holistic advice across investments, pensions, protection, trusts, and estate planning. They are committed to supporting any skills gaps or additional technical training you may need, making this a fantastic opportunity to advance your expertise.

This role offers a secure and rewarding career path with a competitive benefits package, a bonus structure that rewards all income generated, and full paraplanning support. The firm also provides flexibility, allowing you to work more from home than the office if desired.

If you are Level 4 Diploma qualified with at least four years of experience in Private Client Wealth Management, delivering holistic financial advice, this could be the perfect next step in your career.

To explore this opportunity further, please contact Jo at FD.