At a Glance
- Tasks: Manage and develop an existing client portfolio while delivering high-quality financial advice.
- Company: Respected financial planning firm in West London with a strong reputation.
- Benefits: Competitive salary, uncapped bonuses, hybrid working, and full support.
- Other info: Genuine six-figure earning potential and excellent career growth opportunities.
- Why this job: Inherit an established client bank and focus on building trusted relationships.
- Qualifications: Proven experience as a Financial Adviser and Level 4 Diploma qualified.
The predicted salary is between 72500 - 72500 £ per year.
Experienced Financial Adviser in West London | Hybrid Working £65,000 – £80,000 Basic + Uncapped Bonus + Benefits
For most experienced Financial Advisers, moving firms is rarely a decision taken lightly. The right opportunity needs to offer more than just a higher salary. It needs to offer better long-term potential, strong support, quality clients and a genuine opportunity to build on what you’ve already achieved.
I’m working with a highly respected and long-established financial planning firm in West London that is looking to appoint an experienced Financial Adviser. This opportunity stands out because you will inherit an established client bank from day one, allowing you to focus on developing existing relationships rather than building from scratch. You will also have full paraplanning and administrative support in place, giving you more time to focus on delivering advice, strengthening client relationships and growing your earnings. The business has built an excellent reputation for adviser support, client service and long-term retention.
The Role
- Managing and developing an existing portfolio of clients, advising across pensions, investments and protection.
Key responsibilities include:
- Managing an existing client bank
- Conducting regular client reviews
- Delivering high-quality financial advice
- Identifying opportunities within the existing portfolio
- Building long-term trusted client relationships
Package
- £65,000 – £80,000 basic salary
- Uncapped bonus structure
- Existing client bank provided
- Full paraplanning and admin support
- Hybrid working
- Genuine six-figure earning potential
Requirements
- Proven experience as a Financial Adviser / Wealth Adviser
- Level 4 Diploma qualified
- Strong technical knowledge across core planning areas
- Excellent client relationship and servicing skills
- Professional, client-focused approach
If you are an experienced adviser who would only move for the right opportunity, this role is worth exploring.
Financial Adviser in London employer: Kalon Financial Ltd
Join a dynamic and supportive team as a Trainee Protection Adviser, where you'll benefit from comprehensive training and mentorship in a flexible working environment. Our commitment to your professional growth ensures you will develop essential skills and build lasting client relationships, all while enjoying the potential for a rewarding career in protection advice. With a focus on collaboration and success, this is an excellent opportunity for motivated individuals looking to thrive in a well-established business.
