Financial Adviser – Boutique Wealth Management Firm – Up to £130,000 + 50% Bonus | Hybrid (City of London)
Exciting Opportunity for Growth-Focused Financial Advisers
A boutique Wealth Management firm in London is looking to hire an experienced Financial Adviser who excels in developing new client relationships and advising high-net-worth individuals. This is an exceptional opportunity for an adviser who wants to build a scalable client book with full support across investment management, paraplanning, marketing, and lead generation.
What’s on Offer:
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Base salary up to £130,000 depending on experience
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50% bonus on new client assets under management (AUM), If you onboard £10 million AUM a year your bonus will be roughly £36,550)
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Yearly discretionary bonus, which is 10% of salary
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Equity potential – share options available for long-term wealth creation
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Hybrid working model – flexible with around 2 days/week in a central London office
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Warm inbound leads and proactive marketing support
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Top-quartile investment portfolios managed by a dedicated in-house investment team
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Full paraplanning and compliance support to keep your focus on clients
Key Responsibilities:
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Build and manage relationships with high-net-worth clients (typically £500,000–£10m AUM)
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Deliver personalised financial advice covering investment planning, tax, pensions, and estate planning
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Actively identify new business opportunities through networking, referrals, and strategic partnerships
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Conduct ongoing reviews to ensure financial strategies align with client goals
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Work alongside paraplanners, investment analysts, and business development teams
Ideal Candidate:
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Diploma Level 4 qualified
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Demonstrable experience in financial advice and client acquisition
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Transferable client base of £10m–£30m AUM (post-covenant) is desirable
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Strong understanding of UK financial planning, tax, and investment products
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Highly motivated, client-focused, and comfortable operating in a boutique environment
Why Join This Firm?
This is more than just a job—it's a long-term career opportunity with a respected City-based wealth management firm that blends independence with institutional-grade resources. The firm values quality over quantity and supports advisers with the infrastructure they need to succeed, including discretionary investment management, digital marketing, and operational support.
📩 Apply Now
If you are an ambitious, growth-oriented Financial Adviser ready to take your career to the next level in a firm that rewards success, apply today. Interviews are taking place now.