A rapidly growing wealth management business is expanding its Private Client division and is looking for an ambitious Financial Adviser to join its employed team. This is a rare opportunity to step straight into an established, warm client base while working fully remotely and benefiting from a modern, well-supported advice model.
You’ll join a business that continues to acquire retiring adviser books, meaning new clients flow into the team consistently. This creates stable ongoing income and strong potential for new business from high-quality, long-standing client relationships.
The Opportunity
Take over an existing portfolio from day one
Operate fully remotely with occasional optional in-person meetings
Focus on delivering high-quality advice rather than chasing leads
Work with clients who have clear planning needs and strong engagement
Benefit from ongoing acquisitions that add new clients to the team
Grow earnings quickly as you progress through adviser levels
What You’ll Do
Deliver holistic financial planning to private clients
Conduct client reviews primarily via Teams or phone
Identify planning opportunities across pensions, investments, IHT and later-life planning
Work closely with a dedicated paraplanning and client support team
Develop long-term client relationships and drive positive advice outcomes
Increase your earnings through consistent delivery and quality new business
What’s On Offer
Salary achievable up to £75,000 in year one (OTE)
Fully remote working with nationwide infrastructure
Quarterly bonus with no validation thresholds
Car allowance
5% employer pension contribution
Annual profit share
25 days holiday plus Christmas shutdown
Life cover and full benefits package
Full paraplanning, client-care and admin support
Professional development including chartership support
Why This Role Stands Out
No requirement to build a client bank from scratch
No cold prospecting or lead chasing
No validation hurdles before bonus is earned
Clear progression pathway with increasing bonus rates
A modern, acquisition-led model creating stable long-term earnings
Who This Suits
Diploma-qualified Financial Adviser (CAS preferred)
2+ years’ experience in delivering financial advice
Strong communicator comfortable with virtual client meetings
Ambitious, client-focused and looking for long-term career progression
Motivated by a stable employed model with real earning potential
Apply Now
If you want a fully remote adviser role with genuine support, warm clients and a realistic first-year earning potential of up to £70,000, this is one of the strongest opportunities in the Surrey market.