Financial Adviser

Join a Fast-Growing Start-up Revolutionising Financial Advice in the UK

London - Salary up to £80,000

Are you a Financial Adviser who's frustrated with outdated processes and eager to deliver better outcomes for your clients? Our client is a dynamic start-up on a mission to transform how financial advice is delivered-putting advisers at the heart of every client relationship and using technology to eliminate unnecessary admin.

Why Join Us?

• Focus on Clients: Spend your time building relationships and providing holistic advice, not buried in paperwork or lengthy reports.
• Cutting-Edge Technology: Our digital platform replaces traditional, paper-based suitability reports, streamlining your workflow and empowering you to deliver higher levels of service.
• Shape the Future: Be part of a team that's challenging the status quo and redefining what it means to receive financial advice in the UK.
• Grow Your Career: This is an exciting opportunity for self-starters who want to move beyond traditional wealth management firms and cultivate their own client base.

What you'll be doing:

• Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients.
• Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
• Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.

• Client centric
• Entrepreneurial mindset
• Comfortable with technology.
• Team-player.
• Integrity.
• Qualified. You must currently be a minimum of level 4 diploma qualified, with a strong preference for those who are Chartered / willing to work towards Chartered status. You'll also have 2+ years of experience providing financial advice to clients.

• Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
• Potential to get equity in the company in the future
• Access to Wellness / mental health support (Headspace App + mental health support through private medical)
• Budget for additional learning / cost of exams
• Electric vehicle leasing through salary sacrifice / cycle to work scheme
• Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office (London)

If you're ambitious, forward-thinking, and ready to make a real impact, we want to hear from you. Join us and help revolutionise financial advice-empowering individuals to make the most of their money.