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- Tasks: Generate new clients and deliver lifestyle-focused financial planning.
- Company: A growing wealth management firm with a supportive culture.
- Benefits: Salary up to ÂŁ75,000, health benefits, and a balanced work schedule.
- Why this job: Join a dynamic team and make a real impact in financial advising.
- Qualifications: Level 4 qualified Financial Adviser with strong client acquisition skills.
- Other info: Enjoy a 4pm finish every Friday and the last Friday of each month off.
The predicted salary is between 55000 - 75000 ÂŁ per year.
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
Independent Financial Advisor in City of London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in City of London
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You need to be able to sell yourself just as well as you sell financial products. Prepare a short, engaging introduction about who you are and what you bring to the table.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over the competition.
We think you need these skills to ace Independent Financial Advisor in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your track record of generating new clients and any relevant qualifications. We want to see how you can hit the ground running!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your relationship-building skills and your approach to lifestyle-focused financial planning. Let us know why you're the perfect fit for our growing team.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Include specific examples of how you've won new clients or contributed to a team. We love seeing numbers and results that demonstrate your commercial drive.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As an Independent Financial Advisor, you’ll need to demonstrate your ability to generate new clients. Brush up on your past successes and be ready to share specific figures or percentages that highlight your achievements in client acquisition.
✨Build Rapport Quickly
Since relationship-building is key in this role, practice your small talk and active listening skills. Think about how you can connect with the interviewers on a personal level, perhaps by discussing shared interests or experiences in the financial sector.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've delivered lifestyle-focused financial planning in the past. Be ready to discuss how you tailor your advice to meet individual client needs, as this will resonate well with the firm's ethos.
✨Demonstrate Team Spirit
Even though this role requires independence, it’s important to show that you can collaborate effectively with a developing team. Share instances where you’ve supported colleagues or contributed to a team goal, highlighting your maturity and professionalism.
