Independent Financial Advisor

🌟 Financial Adviser – New Business Focus (London)

£55,000–£75,000 + benefits Employed Lifestyle‑led planning firm

I’m working with a growing wealth management firm that’s looking for an experienced, confident Financial Adviser with a proven ability to bring in new clients. Chartered status isn’t essential — but a strong track record of generating business absolutely is.

This is not a role that requires an existing client bank. What my client needs is someone who can hit the ground running, build relationships quickly, and bring maturity and commercial awareness to a younger, developing team.

What you’ll be doing

• Operating as a well‑rewarded new business adviser
• Generating new clients within your first 90 days
• Delivering lifestyle‑focused, client‑centric financial planning
• Collaborating with a supportive back‑office and paraplanning team
• Bringing confidence, presence and professionalism to a growing private‑client offering

What you’ll bring

• Level 4 qualified Financial Adviser (Chartered not essential)
• Proven track record of winning new clients
• Strong relationship‑building skills and commercial drive
• Ability to work independently while supporting a developing team
• A mature, credible approach aligned with lifestyle financial planning

What’s on offer

• Salary up to £75,000 (experience‑dependent)
• Extensive back‑office support
• PMI, CIC, Income Protection, Health Cash Plan
• Last Friday of every month off
• 4pm finish every Friday
• A role ideal for someone who’s earned their stripes and wants a balanced, rewarding next step

If you’re an adviser who knows how to win clients, build trust and deliver meaningful planning — and you want a role with support, balance and long‑term stability — I’d love to speak with you confidentially.

Please email ursulasloan@financialdivisions.co.uk