Full job 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, PermanentDepartment: Private Wealth AdvisoryReports to: Adviser Development Manager
Role Overview
Our Client an established Wealth Manager is seeking an ambitious, client-centricFinancial Adviser to join our high-performance Private Wealth Advisory team. This is a rare opportunity to step straight into anexisting 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 withmarket trends,regulatory changes, andindustry 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 withhigh-net-worth clients and complex financial needs.
*Demonstrable track record ofexcellent 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