Hybrid Financial Adviser - HNW Planning & Chartered Path

Hybrid Financial Adviser - HNW Planning & Chartered Path

Full-Time 45000 - 60000 £ / year (est.) Home office (partial)
Financial Planning Firm

At a Glance

  • Tasks: Support clients in achieving financial wellbeing through video, phone, and in-person meetings.
  • Company: Reputable financial planning firm based in London with a focus on client relationships.
  • Benefits: Starting salary of £45,000–£60,000, hybrid working, comprehensive benefits, and uncapped rewards.
  • Other info: Dynamic work environment with opportunities for professional growth.
  • Why this job: Join a clear career pathway towards Chartered Financial Planner status while making a real difference.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 45000 - 60000 £ per year.

Financial Planning Firm in London is seeking a Desk-Based Financial Adviser to work with an existing client base using video, telephone and in-person meetings.

You will help clients achieve long-term financial wellbeing and build strong relationships, while advancing toward Chartered Financial Planner status.

The role offers a clear career pathway, comprehensive benefits and uncapped rewards, with a starting salary of £45,000–£60,000 and a hybrid London working pattern.

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Hybrid Financial Adviser - HNW Planning & Chartered Path employer: Financial Planning Firm

As a rapidly growing Financial Planning firm, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a focus on professional development, we offer extensive coaching and mentoring opportunities for our team of Financial Advisors, ensuring they deliver exceptional service to our clients. Located in a vibrant area, our office encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.

Financial Planning Firm

Contact Details:

Financial Planning Firm Recruitment Team

We think you need these skills to ace Hybrid Financial Adviser - HNW Planning & Chartered Path

Communication Skills
Problem-Solving Skills
Client Relationship Management
Team Collaboration
Attention to Detail
Adaptability
Time Management