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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a leading financial planning firm known for collaboration and quality service.
- Benefits: Enjoy a competitive salary, hybrid working, and ongoing training opportunities.
- Why this job: Flourish in a supportive environment with strong internal networks and expert collaboration.
- Qualifications: Chartered Financial Planner status and 3+ years of client-facing experience required.
- Other info: Annual discretionary bonuses and structured career progression available.
The predicted salary is between 68000 - 102000 £ per year.
2 days ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Recruitment within Financial Services, Insurance and Tech & Change
Financial Adviser
Location: City of London | Hybrid Working
Salary: to £85,000
Benefits: Discretionary bonus, full paraplanning & compliance support, structured progression, and excellent benefits package
Join a Leading Firm Where Collaboration and Quality Advice Drive Success
- A highly regarded financial planning and professional services firm is seeking a qualified Financial Planner to join their growing team at Manager level. With a strong internal referral network, quality HNW clients, and full in-house support, this is a superb opportunity for an experienced adviser to flourish in a values-driven and collaborative environment.
The Role
- As a Financial Adviser, you’ll take ownership of a portfolio of high-net-worth clients – including professionals, business owners, and private families – delivering tailored, holistic advice. With paraplanning, compliance, and administrative support provided, you’ll focus on client-facing work, building relationships and guiding clients through complex financial decisions.
- You’ll also benefit from integrated in-house expertise, working closely with tax, legal, and accountancy teams to ensure clients receive joined-up, expert advice.
Key Responsibilities:
- Manage and deepen relationships with a portfolio of HNW clients
- Conduct discovery meetings, factfinding, and present financial plans
- Collaborate with internal teams to deliver multi-disciplinary advice
- Ensure compliance and best practice in all client interactions
- Contribute to internal business development through cross-referrals
What We’re Looking For:
- Chartered Financial Planner (or very close to Chartered status)
- Minimum 3+ years’ experience in financial planning/advice
- Demonstrated success in a client-facing advisory role
- Strong interpersonal and organisational skills
- Confident, collaborative, and commercially aware
What’s On Offer:
- Competitive salary up to £85,000 (potentially higher for the right individual)
- Annual discretionary bonus based on personal and firm performance
- Hybrid working with excellent flexibility
- Ongoing training and CPD, plus career progression pathways
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales and Customer Service
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Independent Financial Advisor employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as financial advisers. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance requirements will not only boost your confidence but also demonstrate your commitment to providing high-quality advice.
✨Tip Number 3
Prepare to discuss your previous client successes in detail during interviews. Highlight specific examples where you've successfully managed high-net-worth clients and how your advice positively impacted their financial situations.
✨Tip Number 4
Showcase your collaborative skills by discussing experiences where you've worked with other professionals, such as tax or legal advisors. This will illustrate your ability to provide integrated advice and work effectively within a team, which is crucial for this role.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and advisory roles. Emphasise your qualifications, especially if you are a Chartered Financial Planner or close to achieving that status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and your ability to manage high-net-worth clients. Mention specific examples of how you've successfully built client relationships and delivered tailored advice.
Highlight Relevant Experience: In your application, focus on your 3+ years of experience in financial planning. Detail your success in client-facing roles and any collaborative projects with internal teams that demonstrate your ability to work in a multi-disciplinary environment.
Showcase Your Soft Skills: Since the role requires strong interpersonal and organisational skills, make sure to include examples that illustrate your confidence, collaboration, and commercial awareness. This will help you stand out as a candidate who fits well within their values-driven culture.
How to prepare for a job interview at mbf
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Be prepared to discuss how these can benefit high-net-worth clients and tailor your advice to their specific needs.
✨Demonstrate Relationship Management Skills
Since this role involves managing a portfolio of HNW clients, showcase your ability to build and maintain strong relationships. Prepare examples of how you've successfully navigated client interactions in the past.
✨Showcase Your Collaborative Spirit
Highlight your experience working with internal teams, such as tax and legal advisors. Discuss how collaboration has led to better outcomes for clients and how you can contribute to a team-oriented environment.
✨Prepare for Compliance Questions
Given the importance of compliance in financial advising, be ready to discuss your understanding of regulatory requirements and best practices. Share examples of how you've ensured compliance in previous roles.
