London
Financial Adviser / Financial Planner – London (Hybrid)
Salary: £40,000 – £70,000 (DOE) + Uncapped Bonus
Location: The City, London
We’re partnering with a leading, expanding Wealth Management and Financial Planning firm that’s growing into the London market. This is a division within a highly regarded Law firm, therefore this is a company with solid foundations, a strong client base, and ambitious growth plans — now seeking an experienced Financial Adviser to join their new London operation.
The Role
As a Financial Adviser / Financial Planner, you’ll be joining an established business with a proven track record in holistic financial advice. You’ll be supported by an in-house paraplanning and administration team, giving you the freedom to focus on what you do best — building relationships and delivering high-quality advice.
From day one, you’ll inherit a portfolio of existing clients and warm leads generated through their integrated law firm. You will be expected to deliver high quality client servicing on the portfolio, whilst converting leads and referrals.
Key Responsibilities
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Provide full-spectrum financial advice across investments, pensions, protection, and estate/IHT planning
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Maintain and grow client relationships through proactive service and professional advice
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Deliver tailored financial planning solutions using Voyant and other advanced cashflow tools
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Work collaboratively with colleagues across both financial and legal divisions
About You
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Minimum of 3 years’ experience as a Financial Adviser or Financial Planner
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Level 4 Diploma qualified (further qualifications welcomed)
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CAS status required
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Strong interpersonal skills with confidence in front of clients
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Self-motivated, personable, and culturally aligned with a professional yet sociable team environment
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Comfortable working in a hybrid setup – a mix of client visits, office days, and remote working
You don’t need to bring your own clients, though the business is happy to support those wishing to transition existing relationships.
Package & Benefits
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Basic salary: £40,000 – £70,000 (depending on experience)
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Uncapped bonus
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All paraplanning and admin support provided
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Exam funding and continuous professional development
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Access to leading technology and financial planning tools
Why Join?
This is a fantastic opportunity for a Financial Adviser looking to join a growing, forward-thinking firm with real long-term potential. You’ll be part of a friendly, ambitious team that values culture, collaboration, and client service — all while benefiting from an existing book of clients and a strong pipeline of new business.