Financial Adviser – High-Growth Wealth Firm | London | £80K + Bonus
A fast-growing, award-winning wealth management firm is offering a rare opportunity to join their expanding team at a pivotal moment. Founded in 2024 with a mission to make high-quality financial planning more accessible, the firm has already onboarded over 50 clients and manages £40 million in AUM.
With robust lead generation systems, a strong referral network, and a Founder/CEO actively generating new business, this role is ideal for an ambitious adviser eager to partner with leadership to shape and grow a thriving client bank.
Location & Work Type
Responsibilities
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Lead client meetings and onboarding sessions
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Collaborate directly with the CEO to grow and manage the client portfolio
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Deliver tailored, holistic financial advice to HNW and UHNW individuals
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Conduct comprehensive fact-finding and financial needs analysis
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Develop bespoke plans covering pensions, investments, protection, and estate planning
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Ensure compliance with FCA regulations and internal standards
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Contribute to marketing, networking, and business development efforts
Requirements
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Minimum Level 4 Diploma in Regulated Financial Planning
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Working towards or already holding Chartered Financial Planner (Level 6)
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Experience advising HNW clients within wealth management or IFA environments
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Exceptional communication and relationship-building skills
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Highly self-motivated, proactive, and results-oriented
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Comfortable in both collaborative and independent work settings
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Proficient with Microsoft Office; experience with financial planning tools preferred
Salary & Benefits
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Up to £80,000 basic salary (depending on experience)
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Discretionary performance-related bonus
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25 days holiday + Bank Holidays
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Company pension scheme
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Funded support for professional qualifications
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Access to exclusive social and networking events
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Team lunches, socials, and client-facing functions
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Career development and clear progression opportunities