SonicJobs Logo
Left arrow iconBack to search

Senior Financial Adviser

Ortus PSR
Posted 2 days ago, valid for a day
Location

London, Greater London EC1R 0WX

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

info
  • The Independent Financial Adviser position in London offers a competitive salary of up to £150,000 plus a bonus structure providing 100% on inflow.
  • Candidates should have proven experience as an Independent Financial Adviser, with a strong track record in business development and client retention.
  • The firm is known for delivering tailored, holistic financial advice and provides whole market access to empower advisers in meeting client needs.
  • The role includes building and managing a client portfolio, developing long-term relationships, and leveraging a dedicated support team for exceptional service delivery.
  • Ideal candidates will have a Diploma in Regulated Financial Planning (DipPFS) as a minimum, with Chartered status being highly desirable.

Independent Financial Adviser – London Salary: Up to £150,000 + Bonus (100% on inflow)

Are you an experienced Independent Financial Adviser looking to take your career to the next level in a dynamic, client-focused environment? A prestigious, whole-of-market IFA firm is developing its footing in London and is offering a fantastic opportunity to join their growing team, with a competitive salary of up to £150,000 and an industry-leading bonus structure providing 100% on inflow.

Why Join This Firm?

This is your chance to be part of a highly regarded, truly independent IFA firm known for delivering tailored, holistic financial advice. With a reputation for excellence and innovation, the firm offers full access to the whole market, empowering you to deliver bespoke solutions that meet the unique needs of each client.

As part of their team, you’ll benefit from:

  • Comprehensive Support: First-class Paraplanning and Administrative support, so you can focus on client relationships and business development.
  • Unrivalled Earning Potential: A transparent and rewarding bonus structure, offering 100% of inflow to maximise your income.
  • Whole of Market Access: Provide independent advice on pensions, investments, tax planning, protection, and more.
  • Flexibility: Hybrid working arrangements to suit your needs and enhance work-life balance.
  • Established Reputation: A firm with an impressive track record, enabling you to attract and retain high-net-worth clients.

What’s in It for You?

  • Salary: Up to £150,000, commensurate with your experience and skills.
  • Bonus Structure: Earn 100% of inflow, with uncapped potential.
  • Career Growth: Be part of a forward-thinking firm that values professional development and recognises success.
  • Supportive Environment: Work in a collaborative and client-first culture, with access to the tools and resources you need to succeed.

Your Role

  • Build and manage a portfolio of clients, delivering tailored financial planning advice across pensions, investments, protection, and tax-efficient strategies.
  • Develop strong, long-term relationships with clients, understanding their goals and aspirations to create bespoke solutions.
  • Leverage whole-of-market access to provide independent, unbiased advice.
  • Work closely with a dedicated support team to ensure efficient service delivery and exceptional client outcomes.

What We’re Looking For

  • Proven experience as an Independent Financial Adviser, with a strong track record in business development and client retention.
  • Qualifications: Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status is highly desirable.
  • A client-first mindset with the ability to build trust and deliver value to high-net-worth individuals.
  • The ambition and drive to succeed in a competitive, high-reward environment.

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.