About the role
Financial Adviser (Employed, Clients Provided) Location: London (Hybrid
All potential candidates should read through the following details of this job with care before making an application.
- 3 days office / 2 days remote) Salary: £50,000-£70,000 DOE Uncapped Earnings Discretionary Bonus : Full-time, Permanent Department: Private Wealth Advisory Reports to: Adviser Development Manager Role Overview: Our Client, an established Wealth Manager is seeking an ambitious, client-centric Financial Adviser to join their high-performance Private Wealth Advisory team.
This is a rare opportunity to step straight into an existing book of high-net-worth clients, supported by a full in-house paraplanning, administration, and marketing function.
You'll focus on what you do best
- delivering exceptional advice, deepening relationships, and growing a high-quality portfolio
- while we provide the infrastructure, support, and career development to help you excel.
Key Responsibilities: Deliver holistic financial advice to HNW individuals, families, and institutions.
Manage and deepen client relationships with a long-term, outcomes-focused approach.
Develop and implement financial strategies across pensions, investments, estate planning, tax optimisation, and risk management.
Grow your book through referrals, networking, and high-quality in-house leads.
Collaborate with internal teams including Paraplanning, Admin, Marketing, and Business Development.
Stay current with market trends, regulatory changes, and industry best practice.
Required Qualifications & Experience: Minimum 3 years' experience as a Financial Adviser or Wealth Adviser.
Level 4 Diploma in Regulated Financial Planning (required).
Level 6 / Chartered Financial Planner status (preferred).
Proven experience working with high-net-worth clients and complex financial needs.
Demonstrable track record of excellent client outcomes and service delivery.
Strong interpersonal, communication, and relationship-building skills.
What We Offer: Client Book Provided
- Begin with an established portfolio of HNW clients.
Competitive Base Salary
- £50,000-£70,000 depending on experience.
Uncapped Earnings
- Discretionary bonus and share-of-fees scheme.
Full Back-Office Support
- Paraplanning, admin, and marketing handled for you.
Career Growth
- Ongoing training, mentoring, and long-term development pathways. xwzovoh
Hybrid Working
- London office with flexible working arrangements.
Benefits 24 days holiday (plus your birthday off), increasing with service NHS Medicash Health Plan Life Assurance & Income Protection Quarterly team socials and events Collaborative, inclusive team culture
All potential candidates should read through the following details of this job with care before making an application.
- 3 days office / 2 days remote) Salary: £50,000-£70,000 DOE Uncapped Earnings Discretionary Bonus : Full-time, Permanent Department: Private Wealth Advisory Reports to: Adviser Development Manager Role Overview: Our Client, an established Wealth Manager is seeking an ambitious, client-centric Financial Adviser to join their high-performance Private Wealth Advisory team.
This is a rare opportunity to step straight into an existing book of high-net-worth clients, supported by a full in-house paraplanning, administration, and marketing function.
You'll focus on what you do best
- delivering exceptional advice, deepening relationships, and growing a high-quality portfolio
- while we provide the infrastructure, support, and career development to help you excel.
Key Responsibilities: Deliver holistic financial advice to HNW individuals, families, and institutions.
Manage and deepen client relationships with a long-term, outcomes-focused approach.
Develop and implement financial strategies across pensions, investments, estate planning, tax optimisation, and risk management.
Grow your book through referrals, networking, and high-quality in-house leads.
Collaborate with internal teams including Paraplanning, Admin, Marketing, and Business Development.
Stay current with market trends, regulatory changes, and industry best practice.
Required Qualifications & Experience: Minimum 3 years' experience as a Financial Adviser or Wealth Adviser.
Level 4 Diploma in Regulated Financial Planning (required).
Level 6 / Chartered Financial Planner status (preferred).
Proven experience working with high-net-worth clients and complex financial needs.
Demonstrable track record of excellent client outcomes and service delivery.
Strong interpersonal, communication, and relationship-building skills.
What We Offer: Client Book Provided
- Begin with an established portfolio of HNW clients.
Competitive Base Salary
- £50,000-£70,000 depending on experience.
Uncapped Earnings
- Discretionary bonus and share-of-fees scheme.
Full Back-Office Support
- Paraplanning, admin, and marketing handled for you.
Career Growth
- Ongoing training, mentoring, and long-term development pathways. xwzovoh
Hybrid Working
- London office with flexible working arrangements.
Benefits 24 days holiday (plus your birthday off), increasing with service NHS Medicash Health Plan Life Assurance & Income Protection Quarterly team socials and events Collaborative, inclusive team culture
About this listing
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