Chartered Financial Adviser

Chartered Financial Planner - London

Ref: 1396Monday 19 February 2024


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About Our Client: Join my clients dynamic team, an innovative neo-investment company with new - yet strong presence in London and across Europe. Who are committed to leading the way in the independent wealth management revolution and looking for an experienced (preferably) Chartered Financial Adviser, who share their vision. If you are a reliable, loyal, and entrepreneurial-minded individual seeking a pivotal role in shaping the future of wealth management, we want to hear from you.

Position Overview: As an experienced Adviser, you will play a critical role in providing top-tier financial advice and solutions to our clients. We are seeking individuals with a proven track record and high-net-worth client following / network and in return my clients are providing a generous salary of up to £140,000 and an enticing bonus package with multiple avenues for revenue generation.

Key Responsibilities:

  • Client Engagement: Cultivate and nurture client relationships, providing personalised financial advice and solutions.
  • High-Net-Worth Focus: Leverage your existing HNW client following to enhance our service offering.
  • Financial Advisory: Deliver expert financial planning advice tailored to individual client needs, including pensions, taxes .
  • Wealth Creation: Develop and implement wealth creation strategies for clients.
  • Revenue Generation: Capitalise on various revenue streams available within our innovative company.


  • Chartered Financial Adviser status (Level 6 qualified) preferred but not required, minimum 5 years experience.
  • Proven experience in providing financial advice to clients.
  • An established high-net-worth client following is preferred
  • Entrepreneurial mindset and a passion for innovation.
  • Strong interpersonal and communication skills.

What they offer:

  • Generous Salary: Up to £140,000
  • Attractive Bonus Package: Multiple opportunities to earn additional income.
  • Additional revenue streams available within our innovative company.
  • The opportunity to be part of an independent wealth management revolution.
  • A dynamic and entrepreneurial work environment that encourages creative thinking.
  • The chance to make a significant impact on clients' financial success.

If you are an experienced Financial Adviser ready to take the lead and be part of a wealth management revolution, that empowers individuals to achieve their financial goals, we encourage you to apply. 


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