Independent Financial Adviser – London, (Office-Based / Hybrid Available), £70,000-£75,000 basic salary + Bonus

Location: Cambridgeshire

Job Ref: RW

Salary: £70,000-£75,000 basic salary + Bonus

Work From Home option: Yes

£70,000-£75,000 basic salary + Bonus + Full Paraplanning Support + Lead Flow  

Established Client Bank | Strong Internal Lead Generation | High-Quality HNW Clients

An excellent opportunity has arisen for an experienced Independent Financial Adviser to join a well-established financial planning business based in London.

This is a rare opportunity to inherit a high-quality client bank while also benefiting from a strong internal marketing function that generates consistent new business opportunities. The firm is seeking an adviser who is confident managing both existing relationships and developing new client opportunities in a balanced, structured environment.

You will be taking on a proportion of an established client base, supported by a full paraplanning and administration team, allowing you to focus on delivering high-quality financial advice and building long-term relationships.

The client base consists of high-quality private clients, typically segmented across:

• £250,000 – £500,000
  • £500,000 – £1,000,000
  • £1,000,000+

This provides an excellent platform for an adviser looking to work with established wealth while continuing to grow their own book over time.

The Opportunity

This role offers a balanced mix of business development and ongoing client servicing, with responsibilities split approximately:

• 50% New Business Development
  • 50% Client Maintenance & Relationship Management

You will be supported by a strong infrastructure, including dedicated paraplanning, administration and a proactive internal marketing team that provides regular inbound lead opportunities.

Your responsibilities will include:

• Managing and developing an existing portfolio of high-net-worth clients
  • Delivering holistic financial planning advice across pensions, investments, retirement and protection
  • Building and maintaining long-term client relationships
  • Developing new business through internal marketing-generated leads
  • Attending client meetings across London and surrounding areas
  • Identifying and implementing planning opportunities to grow AUM
  • Working closely with paraplanning and administrative teams to deliver a seamless client experience
  • Ensuring all advice meets FCA regulatory and compliance standards
  • Maintaining accurate client records and ongoing review processes
  • Contributing to the continued growth of the London client base

Requirements

• Level 4 Diploma in Regulated Financial Planning (essential)
  • Proven experience as a Financial Adviser / Independent Financial Adviser
  • Strong technical knowledge across pensions, investments and holistic financial planning
  • Comfortable managing both existing clients and new business opportunities
  • Strong relationship-building and communication skills
  • Commercial mindset with a focus on sustainable AUM growth
  • CAS status preferred but not essential

What’s on Offer

• Competitive basic salary (dependent on experience)
  • Bonus structure linked to performance and AUM growth
  • Established client bank provided from day one
  • Strong internal lead generation from dedicated marketing function
  • Full paraplanning and administrative support
  • Balanced 50/50 split between new business and servicing
  • High-quality HNW client base across £250k – £1m+ segments
  • Long-term career progression within a growing advisory business
  • London-based role with flexibility available

Why This Opportunity Stands Out

This is an excellent opportunity for an adviser seeking a genuine balance between servicing an established client bank and developing new business in a structured, supported environment.

With strong infrastructure, high-quality clients and a consistent flow of internal leads, this role offers the ideal platform to build a long-term, sustainable advisory career in London.

To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to ryan@financialdivisions.co.uk.