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Financial Adviser jobs in Colney Heath

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    • Client-first mindset with the ability to navigate complex financial needs.
    • Manage a portfolio of clients, delivering bespoke financial planning and investment…
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    • Clear opportunity to develop your financial planning career within a successful and supportive business.
    • Managing annual client reviews from start to finish.
    • You have advanced Excel and financial modelling skills and can confidently review complex valuation models.
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    • Previous adviser experience within a financial planning or IFA environment.
    • A collaborative, ethical, and client-focused approach to financial planning.
    • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
    • Using financial planning software and modern technology.
    • Career progression into paraplanning or financial advice.
    • Fully funded CII Diploma study support.
    • Interested in investments, financial markets and alternative assets.
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    • You'll support the preparation of client recommendations, including suitability reports, across a range of financial planning areas.
    • Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools.
    • Daily breakfast in the office.
    • 3+ years financial services experience required.
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    • Help drive business growth by managing client relationships.
    • Ensure we meet the highest quality and risk management standards.
    • Two days in the office.
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    • Acting as a trusted adviser and primary relationship lead for a portfolio of high-profile clients.
    • Deliver complex cross-border and multi-jurisdictional…
    • Experience mapping and analysing client journeys and operating models in financial services.
    • You will contribute to the delivery of high profile and complex…

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Financial Adviser - Client Book
Rayment Recruitment
London
•
Hybrid work
£60,000 - £90,000 a year
Permanent, Full-time
Apply now

Job details

£60,000 - £90,000 a year
Permanent, Full-time
Hybrid work in London

Full job description

Join a leading wealth management firm where your expertise in financial planning will make a genuine difference to clients' lives.

Financial Adviser – Client Book
London / Hybrid
£60,000 to £90,000 base, negotiable and dependent on experience / qualifications and transferable assets
Bonus, comprehensive benefits alongside exam support to chartered
Full-time / Permanent

This award-winning, highly reputable client is seeking a Financial Adviser to join its growing Wealth Management team. The position comes with a client book, however if you have any transferable clients this would of course be advantageous. They are looking for someone who can develop business. You will be provided with full paraplanning, compliance and marketing support.

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions. With a strong reputation and a collaborative culture, it offers the perfect platform for an ambitious professional looking to make a real impact.

Financial Adviser – The Role:

  • Manage a portfolio of clients, delivering bespoke financial planning and investment advice
  • Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
  • Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
  • Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
  • Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
  • Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base

Financial Adviser Qualifications / Qualities:

  • Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
  • Proven track record of client retention, asset growth, and delivering exceptional service
  • Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
  • Excellent interpersonal, communication, and relationship-building skills
  • Client-first mindset with the ability to navigate complex financial needs

Financial Adviser What's on Offer:

  • A competitive negotiable remuneration package with performance-based incentives
  • Access to a high-quality client base
  • Full paraplanning and administrative support to allow you to focus on client relationships
  • Opportunities for continued professional development and progression to leadership roles
  • A flexible, collaborative, and forward-thinking work environment

If you are driven by helping clients achieve their financial aspirations through expert advice and personalised service, we encourage you to apply today. Join us in delivering trusted guidance that empowers individuals to secure their financial futures.

Job Types: Full-time, Permanent

Pay: £60,000.00-£90,000.00 per year

Work Location: Hybrid remote in London

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