Financial Adviser

mbf.

Posted 2 days ago, valid for 10 days

London, Greater London EC2V7NQ, England

Full Time

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Financial Adviser Location: City of London | Hybrid WorkingSalary: 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
Comprehensive in-house support (paraplanning, compliance, admin)
Ongoing training and CPD, plus career progression pathways
Excellent Benefits Package