Chartered Financial Adviser, London. Salary, benefits and uncapped bonus on initial fees.

We are partnering with a Chartered financial planning firm based in London, to recruit an experienced Chartered Financial Adviser. This is a well-regarded practice with a strong reputation for delivering high-quality, holistic financial planning to a discerning, mid to high-net-worth client base.

Rather than a cold start, the successful candidate will be handed an established client bank of 40–50 clients, c£45m AUM, giving you an immediate platform to build from. Beyond this foundation, there is real scope for further growth through networking and a steady flow of warm leads provided by the business.

The role:

• Provide holistic, whole of market, independent financial advice to an established client base
• Manage and develop long-term client relationships, delivering ongoing advice and annual reviews
• Advise across pensions, investments, protection, estate planning and tax planning
• Grow your client bank through networking and warm introducer leads

To apply:

• Chartered Financial Planner status (essential)
• Proven experience advising HNW clients with £1m+ in investable assets
• Strong technical knowledge across pensions, investments, protection and tax planning
• A track record of building and retaining long-term client relationships
• Excellent interpersonal and communication skills, with the ability to manage a high-quality client base independently

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.