Financial Advisor in London - Accountancy Action

Role

We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support.

Responsibilities:

• Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning
• Conduct detailed fact-finding meetings with new and existing clients
• Develop and present bespoke financial plans and recommendations
• Build and maintain long-term relationships with clients through regular reviews
• Manage and grow a portfolio of clients, ensuring high levels of retention and service
• Work closely with Paraplanners and Administrators to ensure efficient delivery of advice
• Ensure all advice is compliant with FCA regulations and internal procedures
• Identify opportunities for new business and referrals
• Keep up to date with financial markets, products, and regulatory changes

Skills & Experience Required:

• Diploma in Regulated Financial Planning (Level 4 )
• CAS (Competent Adviser Status) preferred
• Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA)
• Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection
• Proven ability to build and maintain client relationships
• Excellent communication and presentation skills
• Strong understanding of FCA regulations and compliance requirements
• Ability to work independently and manage a client book effectively
• Commercial awareness and strong business development skills