Independent Financial Adviser
other jobs Recruitment Connection Ltd
Added before 1 Days
- England,South East,Surrey,Epsom and Ewell
- Full Time, Permanent
- Competitive salary
Job Description:
Independent Wealth Manager – Remote (London / South East)
Competitive basic salary (DOE) + bonus + pension + fully funded exams & CPD + expenses
About the Company
Our client is a specialist wealth management firm delivering bespoke pension and investment strategies to high-net-worth individuals. With c.£500m AUM, discretionary permissions, and cutting-edge technology, the firm offers a boutique feel with institutional-level service.
The Opportunity
As an Independent Wealth Manager, you’ll be at the heart of delivering personalised financial advice to a portfolio of high-net-worth clients across London and the South East. You’ll inherit a quality client base and have the freedom to deepen relationships, and drive outcomes that truly make a difference to clients’ financial futures.
Key Responsibilities
*Deliver tailored wealth, pension, and investment advice aligned with each client’s objectives and risk profile.
*Build and nurture long-term relationships with HNW clients, providing exceptional service and proactive financial insight.
*Stay ahead of market trends, tax changes, and regulatory developments to ensure advice remains best-in-class.
Why Join?
*Inherit an established, high-quality client base.
*Be part of a respected, close-knit team that values independence, integrity, and professionalism.
*Enjoy full autonomy, flexible remote working, and best-in-market systems support.
*Continuous professional development fully funded — including advanced qualifications and exams.
Competitive basic salary (DOE) + bonus + pension + fully funded exams & CPD + expenses
About the Company
Our client is a specialist wealth management firm delivering bespoke pension and investment strategies to high-net-worth individuals. With c.£500m AUM, discretionary permissions, and cutting-edge technology, the firm offers a boutique feel with institutional-level service.
The Opportunity
As an Independent Wealth Manager, you’ll be at the heart of delivering personalised financial advice to a portfolio of high-net-worth clients across London and the South East. You’ll inherit a quality client base and have the freedom to deepen relationships, and drive outcomes that truly make a difference to clients’ financial futures.
Key Responsibilities
*Deliver tailored wealth, pension, and investment advice aligned with each client’s objectives and risk profile.
*Build and nurture long-term relationships with HNW clients, providing exceptional service and proactive financial insight.
*Stay ahead of market trends, tax changes, and regulatory developments to ensure advice remains best-in-class.
Why Join?
*Inherit an established, high-quality client base.
*Be part of a respected, close-knit team that values independence, integrity, and professionalism.
*Enjoy full autonomy, flexible remote working, and best-in-market systems support.
*Continuous professional development fully funded — including advanced qualifications and exams.
Job number 3083513
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Company Details:
Recruitment Connection Ltd
Company size: 1–4 employees
Industry: Financial Services
Working with the Recruitment Connection can be a truly rewarding experience for our Clients and Candidates alike. We can help take all the stress out ...