Financial Advisor - mbf. : Job Details

Are you an experienced financial adviser passionate about helping clients achieve their financial goals? Our client, a well-established leader in wealth management with nearly two centuries of experience, is looking for a dedicated Financial Adviser to join their London team.

This role provides the chance to make a tangible difference in clients lives by offering personalised financial planning solutions in a firm that values integrity, client focus, and performance.

About the Role

As a Financial Adviser, you'll play a crucial role in delivering tailored financial advice that empowers clients across various life stages. You’ll help manage and grow existing relationships while actively developing new ones, supported by a highly collaborative team of professionals.

Key Responsibilities:

• Client-Focused Financial Planning: Provide bespoke financial advice, covering retirement planning, inheritance, tax efficiency, and more to help clients achieve their financial objectives.

• Relationship Building: Develop trusted relationships with both new and existing clients, ensuring ongoing satisfaction and creating opportunities for referrals.

• Collaborative Approach: Work closely with Investment Management and Professional Services teams, integrating comprehensive advice for clients.

• Meeting Structuring: Lead client meetings with professionalism and clarity, ensuring advice is accurate, timely, and meets each client’s specific needs.

• Pipeline Management: Maintain accurate records in the New Business Pipeline, ensuring all details are updated and organized.

What You’ll Bring:

• Diploma qualified and working toward Chartered status, with a Level 4 or above certification.

• A minimum of 4 years in financial advisory roles with experience in fee-based client management.

• Strong communication skills to deliver holistic financial planning strategies clearly and effectively.

• Proven expertise in managing client relationships, with a service-focused approach that builds long-term trust.

• Ability to work within a regulatory framework, balancing compliance with excellent client service.

What’s in It for You?

• Competitive Salary: Up to £95,000 with an annual bonus structure.

• Benefits Package: Private medical insurance, life assurance, and a generous pension contribution.

• Work-Life Balance: Hybrid working model, allowing for flexibility to meet personal and professional commitments.

• Professional Growth: A strong commitment to continuous development, with opportunities for CPD and career advancement.

• Inclusive Environment: A company dedicated to diversity and inclusion, ensuring a supportive workplace where everyone can achieve their best.