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- Tasks: Deliver holistic financial planning advice to a diverse portfolio of clients.
- Company: Respected wealth management firm with a focus on client outcomes.
- Benefits: Competitive salary, bonuses, hybrid working, and full support team.
- Why this job: Join a warm client base and enjoy structured career growth without heavy sales pressure.
- Qualifications: Level 4 Diploma in Financial Planning and strong technical knowledge required.
- Other info: Collaborative environment with excellent opportunities for professional development.
The predicted salary is between 46800 - 78000 £ per year.
You'll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. You'll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more — supported by a highly experienced paraplanning and administrative team. This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets.
What's on Offer
- £65,000 base salary + £10,000 bonus for Level 4 qualified advisers
- £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers
- Additional bonuses for new business and performance – excellent OTE potential
- Hybrid working – typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings)
- All clients provided – immediate portfolio of around 70, growing over time
- Full paraplanning and administrative support
- Collaborative and professional working environment focused on client outcomes
About You
We're looking for a professional who:
- Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred)
- Has current CAS and Statement of Professional Standing (SPS)
- Possesses strong technical knowledge across all advice areas (pensions, investments, tax, protection)
- Has a proven ability to build trusted client relationships
- Is organised, proactive, and committed to delivering exceptional client service
Why Apply?
This is an excellent opportunity for an Adviser who wants to join a respected wealth management firm offering:
- A warm client base ready to inherit and develop
- Structured career growth and professional development support
- A balanced role combining client engagement and technical planning, free from heavy sales pressures.
Seniority level: Mid‐Senior level
Employment type: Full‐time
Job function: Finance
Location: Gatwick, England, United Kingdom (Hybrid: Gatwick office & home)
Financial Advisor in London employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance world. Attend industry events, join online forums, or even hit up LinkedIn. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential clients or employers, make sure to highlight your technical knowledge in areas like pensions and investments. Share insights and advice that demonstrate your value as a financial advisor.
✨Tip Number 3
Practice your pitch! Whether it's a casual coffee chat or a formal interview, be ready to explain how you can help clients achieve their financial goals. Tailor your message to show how your skills align with their needs and the firm's values.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application come through directly. It shows you're serious about joining our team and makes it easier for us to keep track of your progress. Plus, who doesn't love a smooth application process?
We think you need these skills to ace Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 Diploma in Financial Planning and any relevant qualifications, as we want to see how you fit into our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your experience aligns with our focus on client relationships. Keep it personal and engaging!
Showcase Your Client Relationship Skills: Since this role is all about building trusted client relationships, make sure to include examples of how you've successfully managed client portfolios in the past. We love seeing real-life stories that demonstrate your expertise!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge across all advice areas like pensions, investments, and tax. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you're not just book-smart but also practical.
✨Build Rapport
Since this role focuses on relationship management, practice building rapport with your interviewers. Use active listening, ask thoughtful questions, and share relevant personal experiences that highlight your ability to connect with clients.
✨Showcase Your Organisational Skills
Prepare examples that demonstrate your organisational skills and proactive approach. Discuss how you manage your time effectively, especially when juggling multiple clients, to ensure exceptional service delivery.
✨Emphasise Client Outcomes
Be ready to talk about how you prioritise client outcomes over sales targets. Share specific instances where your advice led to positive results for clients, reinforcing your commitment to their financial well-being.