Associate Financial Advisor

Are you a qualified Financial Adviser looking for a role where you can focus on delivering exceptional advice without the demands of constant travel? I''m recruiting for an experienced Associate Financial Adviser to join a growing, client-focused wealth management business in London. This is an excellent opportunity to work with an established client bank, providing high-quality financial planning while building long-term relationships and delivering outstanding client outcomes. The Role As part of a collaborative advice team, you''ll provide holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You''ll work closely with paraplanners and adviser support colleagues, allowing you to focus on what you do best-helping clients achieve their financial goals. You''ll be responsible for: Providing regulated financial advice via telephone and Microsoft Teams. Conducting comprehensive client reviews and identifying financial planning opportunities. Developing tailored recommendations using the firm''s centralised investment proposition. Preparing and presenting personalised financial plans and suitability reports. Building long-term client relationships through regular reviews and proactive communication. Identifying opportunities to develop existing client relationships and contribute to business growth. Maintaining high standards of compliance in line with FCA regulations and Consumer Duty. Working collaboratively with paraplanners, ..... full job details .....