Job Description
Financial Adviser (Employed, Clients Provided)
Location: London (Hybrid – 3 days office / 2 days remote)Salary: £50,000–£70,000 DOE + Uncapped Earnings + Discretionary Bonus: Full-time, PermanentDepartment: Private Wealth AdvisoryReports to: Adviser Development Manager
Role Overview
Our Client an established Wealth Manager is seeking an ambitious, client‑centricFinancial Adviser to join our high‑performance Private Wealth Advisory team. This is a rare opportunity to step straight into anexisting 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 withmarket trends ,regulatory changes, andindustry 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 withhigh‑net‑worth clients and complex financial needs.
* Demonstrable track record ofexcellent 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.
* 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