Financial Advisor

Location: Canary Wharf

Our Client a rapidly growing wealth management practice estabished over 20 years ago are currently seeking both experienced and trainee financial advisors (Minimum Level 4 Diploma Qualified).

Based in Canary Wharf our client offer hybrid working and (if trainee level) a comprehensive training programme delivered by their advisor development director.

Our client are seeking advisors who are looking to join a business on a self employed basis.

The business offers an excellent commission and bonus structure and access to a high volume of inboud prospects/leads weekly.

Duties

As a Financial Advisor, you will work closely with clients to understand their financial goals, develop strategic plans, and provide ongoing advice across a range of financial products and services. This is an excellent opportunity for a driven advisor to join a supportive team, with strong potential for business development and earnings growth.

Key Responsibilities:

* Build and maintain strong relationships with clients, acting as their trusted financial advisor.

* Conduct financial reviews, assess risk, and provide tailored advice on investments, pensions, protection, and estate planning.

* Identify new business opportunities through referrals, networking, and proactive client engagement.

* Stay fully compliant with FCA regulations and internal policies.

* Keep up-to-date with market trends, investment strategies, and product knowledge.

* Collaborate with internal teams to deliver exceptional client experiences

* Qualifications:

Level 4 Diploma in Financial Planning (or equivalent) mandatory. Advanced qualifications (CFP, Chartered Status) desirable.

* Experience:

Minimum 3–5 years’ experience as a financial advisor within the UK financial services sector. Proven track record in delivering advice, growing client portfolios, and generating revenue.

* Skills:

* Strong interpersonal and communication skills

* Client-focused with excellent relationship management skills

* Commercial awareness and business development capability

* Strong analytical skills with attention to detail

* IT literate; proficient in financial planning software

What’s on Offer

* Competitive salary + uncapped bonus / commission structure (OTE £100k+ achievable).

* Hybrid working options with office in Central London.

* Opportunity to join a supportive, high-performing team with career progression.

* Access to a diverse client base and variety of complex financial planning cases.

* Professional development and continued learning support.

If you are either an experienced or trainee financial advisor and would like to find out more please apply today