Financial Adviser | London, Up to £45,000 Basic + Bonus | Clients Provided | Independent Financial Planning Firm
Location: London
Job Ref: US
Salary: Up to £45,000 Basic + Bonus
Work From Home option:
Financial Adviser | London, Up to £45,000 Basic + Bonus | Clients Provided | Independent Financial Planning Firm
Are you Diploma Qualified (Level 4) and ready to take the next step towards becoming a successful Financial Adviser?
This is a rare opportunity to join a highly regarded, fully independent financial planning firm with ambitious growth plans. You’ll inherit and develop relationships with high-quality clients while receiving full support, training and mentoring to accelerate your progression into a thriving adviser career.
Why Join?
✅ Clients, leads and referrals provided – focus on developing your advice skills rather than cold prospecting.
✅ Work with a high-net-worth client base, including affluent UK clients and UK-based US nationals.
✅ Gain exposure to a broad range of financial planning areas including:
- Pensions
- Investments
- Protection
- Inheritance Tax Planning
- Estate Planning
- International & Cross-Border Planning
- QROPS
✅ Benefit from an established professional introducer network including:
- Law Firms
- Accountancy Practices
- Tax Advisers
- FX Brokers
✅ Full administrative and paraplanning support, allowing you to focus on client relationships and adviser development.
What We’re Looking For
- Level 4 Diploma in Regulated Financial Planning
- Aspiring Financial Adviser looking to transition into an advice role
- Wealth management experience essential
- Open to career changers with the right qualifications (Level 4) and attitude
- Strong relationship-building and communication skills
- Ambitious, driven and committed to building a long-term career in financial planning
If you’re looking for a genuine pathway into financial advice with a firm that will invest in your development, provide opportunities to build your client bank and support your long-term success, I’d love to speak with you.
📩 Email ursulasloan@financialdivisions.co.uk for a confidential conversation.
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