Financial Adviser
London | £60,000 - £80,000 Basic + Uncapped Bonus | OTE £100,000+
Most adviser roles talk about growth.
This one is actually built for it.
We're working with an ambitious, independent wealth management firm that is investing heavily in lead generation, technology and adviser support to create an environment where good advisers can build significant client banks and significantly increase their earnings.
Unlike many firms in today's market, you won't be expected to spend your time writing reports, chasing administration or generating your own opportunities from scratch.
Instead, you'll inherit an existing client bank, receive a continuous flow of high-quality leads and be supported by a modern infrastructure designed to let advisers focus on what they do best – advising clients and winning business.
What Makes This Different?
You Start With Clients
You'll inherit an existing client bank of approximately £10m - £12m AUM from day one.
This gives you an immediate foundation whilst you build your own portfolio.
Genuine Lead Generation
The business invests heavily in marketing and lead generation.
Leads are generated internally and provided directly to advisers.
This isn't a firm promising leads "at some point in the future" – the infrastructure already exists and advisers are actively converting opportunities.
The business can provide as many quality leads as your capacity allows.
Earn Like a Business Builder
Advisers receive:
- £60,000 - £80,000 basic salary
- 35% of all initial fees generated
- Uncapped earning potential
If you're capable of generating £100,000+ of annual new business revenue, your earnings can increase rapidly.
This role is designed for advisers who want to build rather than simply maintain.
AI-Powered Advice Process
The firm has invested heavily in AI and automation to remove unnecessary adviser administration.
The technology handles:
- Call recording and transcription
- Automated meeting notes
- Regulatory meeting summaries
- CRM workflows
- Suitability report production support
Meeting notes are automatically captured and integrated into the client journey, allowing advisers to focus on clients rather than paperwork.
Full Support Structure
Unlike many growth adviser propositions, you'll have access to:
- Dedicated paraplanning support
- Administrative support
- Lead generation infrastructure
- Modern CRM systems
- Rapid report turnaround
The goal is simple: maximise adviser productivity.
Independent And Growing
The business is privately owned, entrepreneurial and growing rapidly.
They are actively acquiring adviser books, attracting experienced advisers and building for long-term success.
Importantly, they are not private-equity backed and are focused on creating an adviser-first environment rather than preparing for a future sale.
Who We're Looking For
This role will suit an ambitious adviser who wants to build something meaningful.
You'll likely be:
- Diploma qualified (Level 4)
- CAS status
- Comfortable working with new clients
- Motivated by earning potential
- Interested in growing your own client bank
- Able to demonstrate previous new business success
We're particularly interested in advisers who can show evidence of converting opportunities and generating new business rather than simply servicing inherited clients.
Working Arrangement
Initially, the expectation is approximately three days per week in the office whilst you become embedded within the business, systems and culture.
Once established, the focus becomes outcomes rather than presenteeism.
The leadership team believes flexibility should be earned through performance.
The Opportunity
If you're frustrated by bureaucracy, slow processes, lack of leads or limited earning potential, this is an opportunity to join a business that has built its proposition around adviser growth.
You'll receive clients, leads, support and technology.
What you do with it is up to you.