Financial Adviser (Employed, Clients Provided)
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
Location: London (Hybrid - 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. xsngvjr
* 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