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Independent Financial Adviser – London (Office-Based / Hybrid Available), £70,000-£75,000 basic

Financial Divisions·London (South East England)
£70 000 – £75 000 / year
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Job description

£70,000-£75,000 basic salary + Bonus + Full Paraplanning Support + Lead Flow Established Client Bank | Strong Internal Lead Generation | High-Quality HNW Clients An excellent opportunity has arisen for an experienced Independent Financial Adviser to join a well-established financial planning business based in London. This is a rare opportunity to inherit a high-quality client bank while also benefiting from a strong internal marketing function that generates consistent new business opportunities. The firm is seeking an adviser who is confident managing both existing relationships and developing new client opportunities in a balanced, structured environment. You will be taking on a proportion of an established client base, supported by a full paraplanning and administration team, allowing you to focus on delivering high-quality financial advice and building long-term relationships. The client base consists of high-quality private clients, typically segmented across: • £250,000 – £500,000 • £500,000 – £1,000,000 • £1,000,000+ This provides an excellent platform for an adviser looking to work with established wealth while continuing to grow their own book over time. The Opportunity This role offers a balanced mix of business development and ongoing client servicing, with responsibilities split approximately: • 50% New Business Development • 50% Client Maintenance & Relationship Management You will be supported by a strong infrastructure, including dedicated paraplanning, administration and a proactive internal marketing team that provides regular inbound lead opportunities. Your responsibilities will include: • Managing and developing an existing portfolio of high-net-worth clients • Delivering holistic financial planning advice across pensions, investments, retirement and protection • Building and maintaining long-term client relationships • Developing new business through internal marketing-generated leads • Attending client meetings across London and surrounding areas • Identifying and implementing planning opportunities to grow AUM • Working closely with paraplanning and administrative teams to deliver a seamless client experience • Ensuring all advice meets FCA regulatory and compliance standards • Maintaining accurate client records and ongoing review processes • Contributing to the continued growth of the London client base Requirements • Level 4 Diploma in Regulated Financial Planning (essential) • Proven experience as a Financial Adviser / Independent Financial Adviser • Strong technical knowledge across pensions, investments and holistic financial planning • Comfortable managing both existing clients and new business opportunities • Strong relationship-building and communication skills • Commercial mindset with a focus on sustainable AUM growth • CAS status preferred but not essential What's on Offer • Competitive basic salary (dependent on experience) • Bonus structure linked to performance and AUM growth • Established client bank provided from day one • Strong internal lead generation from dedicated marketing function • Full paraplanning and administrative support • Balanced 50/50 split between new business and servicing • High-quality HNW client base across £250k – £1m+ segments • Long-term career progression within a growing advisory business • London-based role with flexibility available Why This Opportunity Stands Out This is an excellent opportunity for an adviser seeking a genuine balance between servicing an established client bank and developing new business in a structured, supported environment. With strong infrastructure, high-quality clients and a consistent flow of internal leads, this role offers the ideal platform to build a long-term, sustainable advisory career in London. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

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Original source
reed.co.uk
Posted
Jun 19, 2026 · true date
Last verified
7 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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