London | £60,000 - £80,000 Basic + Uncapped Bonus | OTE £100,000+
Most adviser roles talk about growth. This one is actually built for it.
We're working with an ambitious, independent wealth management firm that is investing heavily in lead generation, technology and adviser support to create an environment where good advisers can build significant client banks and significantly increase their earnings.
Unlike many firms in today's market, you won't be expected to spend your time writing reports, chasing administration or generating your own opportunities from scratch.
Instead, you'll inherit an existing client bank, receive a continuous flow of high-quality leads and be supported by a modern infrastructure designed to let advisers focus on what they do best – advising clients and winning business.
You’ll inherit an existing client bank of approximately £10m - £12m AUM from day one.
This gives you an immediate foundation whilst you build your own portfolio.
The business invests heavily in marketing and lead generation.
Leads are generated internally and provided directly to advisers.
This isn't a firm promising leads "at some point in the future" – the infrastructure already exists and advisers are actively converting opportunities.
The business can provide as many quality leads as your capacity allows.
Advisers receive:
If you're capable of generating £100,000+ of annual new business revenue, your earnings can increase rapidly.
This role is designed for advisers who want to build rather than simply maintain.
The firm has invested heavily in AI and automation to remove unnecessary adviser administration.
The technology handles:
Meeting notes are automatically captured and integrated into the client journey, allowing advisers to focus on clients rather than paperwork.
Unlike many growth adviser propositions, you'll have access to:
The goal is simple: maximise adviser productivity.
The business is privately owned, entrepreneurial and growing rapidly.
They are actively acquiring adviser books, attracting experienced advisers and building for long-term success.
Importantly, they are not private-equity backed and are focused on creating an adviser-first environment rather than preparing for a future sale.
This role will suit an ambitious adviser who wants to build something meaningful.
You’ll likely be:
We're particularly interested in advisers who can show evidence of converting opportunities and generating new business rather than simply servicing inherited clients.
Initially, the expectation is approximately three days per week in the office whilst you become embedded within the business, systems and culture.
Once established, the focus becomes outcomes rather than presenteeism.
The leadership team believes flexibility should be earned through performance.
If you're frustrated by bureaucracy, slow processes, lack of leads or limited earning potential, this is an opportunity to join a business that has built its proposition around adviser growth.
You’ll receive clients, leads, support and technology.
What you do with it is up to you.