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Financial Adviser

Ortus PSR
Posted 14 hours ago, valid for 14 days
Location

London, Greater London EC2V7NQ, England

Salary

£140,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading national IFA firm in London is seeking a results-driven Financial Advisor with proven experience in financial advice and a strong track record of converting leads into business.
  • The position offers a competitive salary ranging from £55,000 to £75,000, with uncapped earning potential that could see advisers earning around £140,000 per annum by year three, including bonuses.
  • Candidates must hold a Level 4 Diploma (CII/CISI/LIBF) and have CAS status or be working towards it, along with a proactive and entrepreneurial mindset.
  • The role includes engaging with a steady flow of warm leads, providing holistic financial planning, and managing the full advice process while benefiting from full back-office support and hybrid working options.
  • This is an exciting opportunity for a self-motivated Financial Advisor with at least three years of experience looking to accelerate their career in a supportive environment.

Financial Advisor – London | National IFA firm | Hybrid Working 

Are you a results-driven Financial Advisor looking for the perfect platform to build and grow your client book? This is an exciting opportunity to join a leading national IFA firm that offers a steady stream of high-quality online leads and professional introducer referrals, allowing you to focus on closing business and delivering outstanding financial advice. You will also have a book of clients to service and build upon, 40 clients producing circa £200,000 in revenue. The team are targeting HNW customers with circa £500,000 AUM. 

Uncapped Earning Potential – Competitive salary of £55,000 - £75,000, plus performance-based bonuses that reward success. By year 3, Adviser are earning circa £140,000 pa including bonsues. 

Why This Opportunity Stands Out

  • Pre-Qualified Leads & Introductions – Access a continuous flow of online client enquiries and professional introducer referrals, ensuring a strong pipeline of opportunities.
  • Established National Brand – Work with a firm that combines the strength of a national organisation with a client-first approach, helping you build trust and credibility.
  • Full Back-Office Support – Benefit from dedicated paraplanning, compliance, and admin support, allowing you to focus on client relationships and growing your business.
  • Hybrid & Flexible Working – Work from a London office with the autonomy to manage your own diary and client meetings.

Who They Are Looking For

  • A highly motivated and business-minded Financial Advisor who thrives in a fast-paced, results-driven environment.
  • Proven experience in financial advice, with a strong track record of converting leads into business.
  • Level 4 Diploma qualified (CII / CISI / LIBF) with CAS status (or working towards it).
  • A proactive, entrepreneurial mindset, with the ambition to build a strong client book.

Key Responsibilities

  • Engaging with a steady flow of warm leads and introducer referrals to generate new client opportunities.
  • Providing holistic financial planning, including pensions, investments, and protection solutions.
  • Developing long-term relationships with clients and delivering tailored financial strategies.
  • Managing the full advice process from fact-finding to recommendation and implementation.

This is a fantastic opportunity for a self-motivated Financial Advisor who wants to accelerate their career with a firm that provides high-quality support, market-leading client acquisition strategies, and uncapped earnings potential. If you’re ready to take your business to the next level, apply today!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.