Financial Adviser

Independent Financial Advisor - City of London, London

Ref: 1776Thursday 30 January 2025

Up to £75,000

Financial Advisor – London | National IFA firm

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.

Uncapped Earning Potential – Competitive salary of £55,000 - £75,000, plus performance-based bonuses that reward success.

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!

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