Financial Adviser – £10M AUM – UHNW Family Office | London
Are you a Financial Adviser ready to take your career to the next level in a values-driven, client-first environment?
Join a leading Chartered B Corp Wealth Management firm based in the heart of London, proudly servicing a select network of HNW and Ultra High Net Worth (UHNW) clients through their exclusive family office setup. With a strong ethical foundation and a progressive outlook, they are committed to creating lasting impact—not just for their clients, but for society as a whole.
They are are looking for an experienced Adviser who can bring a minimum of £10 million in AUM, and who shares their vision of building long-term, trust-based relationships with clients.
Responsibilities:
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Provide holistic financial planning and wealth management to a portfolio of clients
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Onboard and manage a book of at least £10M AUM, maintaining the highest levels of regulatory and ethical standards.
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Collaborate with our dedicated in-house investment, tax, and estate planning specialists to deliver bespoke solutions.
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Champion a client-centric, goals-based advisory approach aligned with our B Corp values.
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Leverage our ongoing marketing and business development support to grow your client base.
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Engage with the full back office support team, freeing you to focus on client relationship management and financial planning.
Requirements:
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Diploma Financial Planner status
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Proven ability to transition and manage a book of at least £10M in AUM.
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Strong understanding of financial planning, tax optimisation, estate planning, and investment strategy.
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Experience advising UHNW clients, ideally within a family office or boutique wealth environment.
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An ethical, collaborative mindset with a passion for long-term client success.
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Excellent communication, interpersonal, and relationship-building skills.
Benefits:
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50% bonus on new assets under management (AUM).
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Hybrid working with a Central London base.
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Access to a bespoke UHNW family office platform and exclusive client network.
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Full Paraplanning, admin, and compliance support.
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Continuous marketing, branding, and BD support to help you scale.
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Work within a B Corp certified culture that prioritises people, planet, and purpose—not just profit.
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Career growth opportunities in a highly respected, Chartered advisory environment.
Location & Work Type:
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Location: London (hybrid – 2–3 days in office)
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Job Type: Full-time, Permanent
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Seniority Level: Senior/Experienced Adviser