Financial Advisor
Listed on 2026-05-21
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Location: City Of London
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
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.
- 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.
- 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.
- 24 days holiday (plus your birthday off), increasing with service
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