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Wealth manager / ifa (self employed)

London
Permanent
Freelance
Heat Recruitment
Wealth manager
Posted: 27 October
Offer description

Location

London

Salary £50000 - £80000 TypePermanent WorkplaceHybrid Ref89105

Wealth Manager / Independent Financial Adviser (IFA) Self-Employed

Location: Central London
Earnings: 50/50 Commission Split | OTE £100k+ (Dependent on AUM)
Working Pattern: Office-based initially, then flexible remote/hybrid

Are you a high-calibre Wealth Manager or IFA with a transferable client bank and a desire to take full control of your desk? A unique opportunity has arisen to join a multi-family office in Central London that operates at the intersection of private banking, investment management, and family wealth advisory.

The Opportunity:

This is not your typical IFA role. Youll be joining a firm that functions more like a mini investment bank, offering a bespoke, high-touch service to HNW families and business owners. With their own platform, offshore capabilities, and a centralised compliance and structuring team, this firm is redefining what it means to manage wealth.

What Youll Need:

1. £20M+ in transferrable AUM (ideally across 50100 HNW clients)
2. Level 4 qualified minimum (Level 6/Chartered preferred)
3. Private banking or multi-family office experience highly desirable
4. A strong desire to build your own business within a collaborative, high-performing environment
5. A client-first mindset and the ability to manage complex wealth structures

Whats on Offer:

6. 50/50 commission split generous and transparent, with no hidden fees
7. Full infrastructure and compliance support all advice and structuring routed through the firm
8. Office-based onboarding to immerse you in the firms proposition, then flexible working thereafter
9. No new business targets your desk is your own to grow
10. Access to a sophisticated platform with offshore booking, SEI custody, and Graphene tech
11. Collaborative culture work alongside like-minded professionals with a shared vision
12. Opportunity to monetise client relationships beyond traditional advice

About the Firm:

13. Founded by ex-private bankers with a vision to be the singular entry point for family wealth
14. Currently scaling to 30+ staff, with a strong pipeline of HNW clients and retiring adviser acquisitions
15. Backed by industry leaders
16. Offices in London, with a growing national and international client base

If youre an ambitious Wealth Manager or IFA ready to break free from the traditional model and build something truly exceptional, wed love to hear from you.

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