Financial Adviser – High Quality Client Base - London - £75,000 – £85,000 + Bonus + Benefits
other jobs Financial Divisions
Added before 10 Days
- England,London,City of London
- Full Time, Permanent
- £75,000 - £85,000 per annum
Job Description:
Full job descriptionAre you a Financial Adviser who wants to move away from rigid KPIs, product-driven targets, and transactional environments?
Do you want to focus on meaningful, long-term relationships with sophisticated HNW/UHNW clients, without the pressure of constant sales metrics?
This is an exceptional opportunity to join a boutique, relationship-led wealth management firm in the city, supporting a high-quality client base of senior City professionals, entrepreneurs, and multi-generational families. The firm is known for its deep planning approach, high-touch service, and long-standing client relationships.
You will work closely with senior leadership, taking ownership of client relationships from day one and playing a key role in delivering holistic financial planning across investments, retirement, protection, and intergenerational wealth.
The Role
*Manage and deepen relationships with HNW/UHNW clients
*Lead financial planning conversations and present cashflow modelling (Voyant)
*Attend client meetings alongside senior leadership
*Develop relationships with the next generation of clients
*Provide ongoing advice across investments, pensions, protection, and estate planning
*Contribute to the firm’s long-term growth and client strategy
About You
*3–5+ years’ experience as a Financial Adviser
*Level 4 Diploma in Regulated Financial Planning
*Confident working with sophisticated HNW/UHNW clients
*Strong relationship-building skills and a polished, professional manner
*Comfortable taking ownership of client relationships
*Motivated by quality of advice, not sales targets
What’s On Offer
*£75,000 – £85,000 base salary + bonus
*High-quality client base with warm, long-standing relationships
*No sales KPIs or product-driven targets
*Full paraplanning and administrative support
*Clear progression into a senior advisory role
This is an ideal role for an Adviser who wants to focus on genuine financial planning, long-term relationships, and high-quality client work not sales metrics.
If this opportunity is of interest, please send your CV to Laura at Financial Divisions
Do you want to focus on meaningful, long-term relationships with sophisticated HNW/UHNW clients, without the pressure of constant sales metrics?
This is an exceptional opportunity to join a boutique, relationship-led wealth management firm in the city, supporting a high-quality client base of senior City professionals, entrepreneurs, and multi-generational families. The firm is known for its deep planning approach, high-touch service, and long-standing client relationships.
You will work closely with senior leadership, taking ownership of client relationships from day one and playing a key role in delivering holistic financial planning across investments, retirement, protection, and intergenerational wealth.
The Role
*Manage and deepen relationships with HNW/UHNW clients
*Lead financial planning conversations and present cashflow modelling (Voyant)
*Attend client meetings alongside senior leadership
*Develop relationships with the next generation of clients
*Provide ongoing advice across investments, pensions, protection, and estate planning
*Contribute to the firm’s long-term growth and client strategy
About You
*3–5+ years’ experience as a Financial Adviser
*Level 4 Diploma in Regulated Financial Planning
*Confident working with sophisticated HNW/UHNW clients
*Strong relationship-building skills and a polished, professional manner
*Comfortable taking ownership of client relationships
*Motivated by quality of advice, not sales targets
What’s On Offer
*£75,000 – £85,000 base salary + bonus
*High-quality client base with warm, long-standing relationships
*No sales KPIs or product-driven targets
*Full paraplanning and administrative support
*Clear progression into a senior advisory role
This is an ideal role for an Adviser who wants to focus on genuine financial planning, long-term relationships, and high-quality client work not sales metrics.
If this opportunity is of interest, please send your CV to Laura at Financial Divisions
Job number 3775250
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Company Details:
Financial Divisions
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