Financial Advisor

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 our 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.

• 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
• NHS Medicash Health Plan
• Life Assurance & Income Protection
• Quarterly team socials and events
• Collaborative, inclusive team culture