Financial Adviser – London
£80,000 – £100,000 basic + performance bonus | Client portfolio provided (£50m+ AUM)
Are you a Financial Adviser looking to step away from the restrictions of large nationals and join a firm that genuinely understands what it takes to build and nurture client relationships? This opportunity offers an immediate client bank, high-quality HNW relationships, and the backing of an adviser-led leadership team who have been in your shoes.
The Opportunity
- Client Bank Ready: Take over a substantial book of clients with £50m+ AUM.
- High-Value Clients: Every client has £500k+ investable assets, with many at £1m–£3m. The average sits around £750k per household, providing significant ongoing income and planning opportunities.
- Face-to-Face & Flexible: Flexibility to work from home or the London office (typically 1–2 days per week).
- Growth Potential: 60% of clients remain in accumulation phase, creating strong opportunities for intergenerational planning and long-term relationship building.
- Support Structure: Paraplanning, administrative, and investment specialists ensure you can focus on client service and business development.
Why Join This Firm?
- Adviser-Led Culture: Founded and run by experienced financial advisers who understand the practical challenges of the role — no bureaucracy, no micromanagement.
- Autonomy & Credibility: The business trusts its advisers to manage their clients their way, while maintaining the highest professional standards.
- Reward & Recognition: Competitive salary (£80k–£100k basic) with a performance bonus linked to both client servicing and net new business generation.
- Ambitious but Personal: A growing, adviser-owned firm with a strong track record of acquisitions and expansion, combined with the feel of a close-knit team.
Candidate Profile
- Diploma Level 4 qualified as a minimum (Chartered or working towards strongly preferred).
- Demonstrable success managing and growing high-net-worth client relationships.
- Strong technical knowledge across pensions, investments, tax and estate planning.
- Professional, credible, and client-focused with the ability to deliver holistic advice.
If you are an ambitious Financial Adviser, Wealth Manager, IFA, or Chartered Financial Planner seeking the perfect blend of quality clients, autonomy, and growth potential, this role is a unique opportunity to take your career to the next level.