Financial Adviser – Quality Client

Are 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