Are you an St James's Place Financial Adviser looking to move into a more boutique, relationship‑led environment with greater autonomy and a genuine long‑term succession opportunity?
Or perhaps you are currently operating within a larger, KPI‑driven structure and are looking for a role where you can focus more on holistic financial planning, deeper client relationships, and long‑term wealth management rather than constant production targets.
This is a genuinely rare opportunity for a Financial Adviser to join a highly regarded boutique SJP Wealth Management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to ultimately take over leadership of the firm over time.
With significant AUM, the business has built an exceptional reputation working with City professionals including bankers, lawyers and accountants, with a strong emphasis on long‑term financial planning, intergenerational wealth planning, and trusted client relationships.
You will work directly alongside the Managing Director, becoming embedded in the client base from day one and gradually taking ownership of long‑standing relationships. This is a relationship‑led environment where advice quality and client outcomes take priority over aggressive sales activity.
Over the next 5 years, the MD intends to gradually step back and transition leadership and client responsibility to the right individual. This is a genuine, structured succession plan with equity on offer and the opportunity to run the business 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 cashflow planning (Voyant) and broader financial planning strategies
* Build relationships with the next generation of clients
* Gradually take ownership of the MD's long‑standing client relationships from day one
About You
* 3-4+ years' experience as a Financial Adviser
* Level 4 Diploma in Regulated Financial Planning
* Experience working with HNW/UHNW clients
* Strong relationship‑building and interpersonal skills
* Polished, professional and commercially aware
* Looking for a long‑term home with genuine progression and autonomy
What's On Offer
* £80,000 - £90,000 base salary + bonus
* Equity in the business
* Increasing equity over time
* Genuine succession pathway within a boutique firm
* Taking ownership of client relationships from day one alongside the MD
* High‑quality HNW/UHNW client base
* Mature, relationship‑led culture with no sales targets
* Flexible/hybrid working
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