At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships in a supportive team.
- Company: Growing wealth management business in London with a client-focused approach.
- Benefits: Competitive salary, minimal travel, collaborative environment, and career progression opportunities.
- Other info: Inclusive culture that values diversity and encourages professional development.
- Why this job: Focus on delivering high-quality financial planning while being supported by an experienced team.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in providing regulated advice.
The predicted salary is between 50000 - 60000 £ per year.
Are you a qualified Financial Adviser looking for a role where you can focus on delivering exceptional advice without the demands of constant travel?
I'm recruiting for an experienced Associate Financial Adviser to join a growing, client-focused wealth management business in London.
This is an excellent opportunity to work with an established client bank, providing high-quality financial planning while building long-term relationships and delivering outstanding client outcomes.
The Role
As part of a collaborative advice team, you'll provide holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning.
You'll work closely with paraplanners and adviser support colleagues, allowing you to focus on what you do best-helping clients achieve their financial goals.
You'll be responsible for
- Providing regulated financial advice via telephone and Microsoft Teams.
- Conducting comprehensive client reviews and identifying financial planning opportunities.
- Developing tailored recommendations using the firm's centralised investment proposition.
- Preparing and presenting personalised financial plans and suitability reports.
- Building long-term client relationships through regular reviews and proactive communication.
- Identifying opportunities to develop existing client relationships and contribute to business growth.
- Maintaining high standards of compliance in line with FCA regulations and Consumer Duty.
- Working collaboratively with paraplanners, adviser support and the wider business to deliver exceptional client outcomes.
What We're Looking For
Essential
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Current Statement of Professional Standing (SPS).
- Demonstrable experience providing regulated financial advice. This can be 1 year plus experience
- CAS
- NOT a prerequisite
Desirable
- Chartered Financial Planner status or Level 6 qualification.
- Experience using CRM systems.
- Specialist financial planning qualifications.
About You
You'll be someone who genuinely enjoys building trusted client relationships and delivering advice that makes a real difference.
You'll also have
- Strong technical knowledge across pensions, investments and protection.
- Excellent communication and relationship-building skills.
- A client-first approach with high ethical standards.
- The ability to explain complex financial concepts in a clear, engaging way.
- A collaborative mindset and desire to contribute positively to the wider team.
- A commitment to continuous professional development.
Why Join?
- Competitive basic salary of
£50,000 - £60,000 depending on experience and qualifications.
- Established client-focused business with an excellent reputation.
- Primarily desk-based role with minimal travel.
- Collaborative environment with dedicated paraplanning and adviser support.
- Opportunity to build lasting client relationships rather than chase new business.
- Supportive culture that encourages professional development and career progression.
If you're a relatively newly qualified Financial Adviser looking for a role where you can concentrate on delivering high-quality financial planning while being supported by an experienced team, we'd love to hear from you.
Apply today or contact us for a confidential conversation.
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
Associate Financial Advisor in London employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Advisor in London
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We think you need these skills to ace Associate Financial Advisor in London
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