Financial Adviser to Take Over from MD – Succession Opportunity + Equity
Salary £80k – £90k + Bonus and Benefits + Equity
Location: London
Are you a Financial Adviser looking to step away from KPI-driven targets and an aggressive sales-led environment?
Are you looking for a role where you are not tied to a desk or constant product focus, and instead can concentrate on building long-term relationships with high-quality HNW/UHNW clients?
This is a genuinely rare opportunity for a Financial Adviser to work within a boutique wealth management firm based in the City, who are offering a clear long-term succession pathway, equity in the business, and the opportunity to take over an established client base and ultimately run the business over time.
This is a relationship-led environment with a high-quality client base made up predominantly of City professionals (bankers, lawyers, accountants), with a strong focus on long-term financial planning and intergenerational wealth.
You will work directly alongside the Managing Director, building deep client relationships, driving planning conversations, and being fully embedded in the client journey rather than operating in a constrained or production‑led environment.
Over the next 5 years, the intention is for the MD to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time.
The Role
* Work directly with the MD on client relationships and ongoing financial planning
* Develop and deepen relationships with HNW/UHNW clients and their families
* Present cash‑flow planning (Voyant) and wider financial planning strategies
* Build relationships with the next generation of clients
* Gradually take ownership of long‑standing client relationships from day one
About You
* 3–4+ years’ experience as a Financial Adviser
* Level 4 Diploma in Regulated Financial Planning
* Confident supporting HNW/UHNW clients
* Strong interpersonal skills with the ability to build trusted, long‑term relationships
* Polished, professional, and commercially aware
* Comfortable taking ownership of client relationships and planning conversations
What’s On Offer
* Equity in the business
* Increasing equity in the business over time
* Genuine long‑term succession pathway within a boutique firm
* Taking ownership of client relationships from day one alongside the MD
This is a rare opportunity for a Financial Adviser who wants to move away from transactional or KPI‑driven environments and instead focus on meaningful, long‑term client relationships.
You will be trusted as an adviser from day one, embedded in a high‑quality client base, and developed into a senior figure within the business with a clear path to succession, equity and leadership over time.
If you are looking for genuine autonomy, high‑quality relationships, and a long‑term route into business leadership, this is one of the most exciting opportunities in the market.
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