Overview

Financial Adviser – Chartered (or close to) – London central with hybrid working available. Up to £80,000 basic plus performance-based bonuses and company benefits. Clients to inherit from day one. This practice delivers high-quality, holistic financial advice built on trust, integrity, and genuine care.

We are looking for a talented, relationship-focused Chartered Financial Adviser to join a growth-focused team in London.

The Role

This is a well-established client-facing role with the majority of time spent advising and nurturing an existing portfolio of long-term clients. You’ll also benefit from warm internal referrals and business development support to grow your book in a sustainable, high-quality way.

Key Responsibilities:

• Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning
• Manage and develop relationships with a loyal base of existing clients
• Identify new advice opportunities through reviews, referrals, and internal channels
• Collaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice process
• Maintain high professional and ethical standards in line with Chartered status

Requirements:

• Minimum 3 years of experience as a Financial Adviser
• Strong interpersonal and relationship management skills
• Confidence in dealing with complex client needs and high-net-worth individuals (£1 million-plus average case size)
• Based in or near London with flexibility for face-to-face and remote meetings
• A team player who values long-term relationships over short-term gains

Why could this opportunity be for you?

• A supportive, client-first culture backed by financial and tech-focused support
• A book of existing clients ready for you to manage and grow
• Hybrid working options
• Dedicated paraplanning and admin support to allow you to focus on what you do best
• Access to market-leading technology, compliance, and training
• Clear progression opportunities and CPD support

Next steps

If you're an experienced Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we’d love to hear from you. Please send your CV or use the contact info below for a confidential discussion.

Contact David Elders on 07407626734 or david.elders@idexconsulting.com