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Consultant at Recruit UK - Financial Planning Recruitment - London
A rare and exciting opportunity has arisen for a junior Wealth Adviser to step into an established client book, with full support and a smooth handover process. This position is ideal for someone who’s already qualified, possibly through an academy route or with some experience in a self-employed setting but struggling to build a sustainable client base.
With one of the senior advisers retiring in six months, the firm is looking to bring someone on board in the next 3 months to ensure a full and seamless handover. You'll inherit a longstanding, loyal client bank with significant potential, and be backed by a team that values quality, service, and career progression.
Wealth Adviser – Inherit a Loyal Client Bank + Structured Career Growth
Salary: Up to £60,000 + Bonus & Validation Structure
Type: Full-Time, Employed Position
What You’ll Be Doing:
* Providing holistic financial planning to an established group of clients
* Managing the transition of relationships from the outgoing adviser
* Identifying opportunities for new business while maintaining a client-first approach
* Ensuring all advice meets compliance and regulatory standards
* Working closely with paraplanning and admin support to deliver a high-quality service
Ideal Candidate:
* Diploma qualified (Level 4) with some advising experience
* Recently through an academy or self-employed and looking for stability
* Strong interpersonal skills with a professional and ethical approach
* Eager to grow and make the most of an inherited book
* Well-organised, proactive, and driven to succeed in a structured environment
What You’ll Receive:
* Up to £60k basic salary
* Client bank to inherit with full handover
* Year 1 validation: 1x salary on new business income
* Year 2 onward: 2x salary on new business income, plus
* 40% on anything over that threshold
* 10% bonus on ongoing income once 2x validation is achieved
* Clear career development and long-term earning potential
If you're a junior adviser ready to step into a rare opportunity with a ready-made client base and structured progression, this could be the perfect next step in your career.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Management and Finance
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