Financial Advisor in Canary Wharf, London

Financial Advisor in Canary Wharf, London

Canary Wharf +1 Full-Time No home office possible
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Our Client a rapidly growing wealth management practice estabished over 20 years ago are currently seeking both experienced and trainee financial advisors (Minimum Level 4 Diploma Qualified). Based in Canary Wharf our client offer hybrid working and (if trainee level) a comprehensive training programme delivered by their advisor development director. Our client are seeking advisors who are looking to join a business on a self employed basis. The business offers an excellent commission and bonus structure and access to a high volume of inboud prospects/leads weekly. Duties As a Financial Advisor, you will work closely with clients to understand their financial goals, develop strategic plans, and provide ongoing advice across a range of financial products and services. This is an excellent opportunity for a driven advisor to join a supportive team, with strong potential for business development and earnings growth. Key Responsibilities: * Build and maintain strong relationships with clients, acting as their trusted financial advisor. * Conduct financial reviews, assess risk, and provide tailored advice on investments, pensions, protection, and estate planning. * Identify new business opportunities through referrals, networking, and proactive client engagement. * Stay fully compliant with FCA regulations and internal policies. * Keep up-to-date with market trends, investment strategies, and product knowledge. * Collaborate with internal teams to deliver exceptional client experiences * Qualifications: Level 4 Diploma in Financial Planning (or equivalent) mandatory. Advanced qualifications (CFP, Chartered Status) desirable. * Experience: Minimum 3–5 years’ experience as a financial advisor within the UK financial services sector. Proven track record in delivering advice, growing client portfolios, and generating revenue. * Skills: * Strong interpersonal and communication skills * Client-focused with excellent relationship management skills * Commercial awareness and business development capability * Strong analytical skills with attention to detail * IT literate; proficient in financial planning software What’s on Offer * Competitive salary uncapped bonus / commission structure (OTE £100k achievable). * Hybrid working options with office in Central London. * Opportunity to join a supportive, high-performing team with career progression. * Access to a diverse client base and variety of complex financial planning cases. * Professional development and continued learning support. If you are either an experienced or trainee financial advisor and would like to find out more please apply today

Locations

Canary Wharf London
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Contact Detail:

PreCon Talent Recruiting Team

Financial Advisor in Canary Wharf, London
PreCon Talent
Location: Canary Wharf
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