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, 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.
• 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