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Financial Adviser Clients Provided

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Job Description - Financial Adviser Clients Provided

?? Job Specification: Employed Financial Adviser (Clients Provided)

Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager

Role Overview

Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships.

Key Responsibilities

  • Provide holistic financial advice to HNW individuals, families, and institutions.

  • Manage, nurture, and grow existing client relationships.

  • Develop financial plans covering pensions, investments, estate planning, taxation, and risk management.

  • Expand your client base through referrals, networking, and quality in-house leads.

  • Partner with internal teams to streamline client service delivery.

  • Stay current with market trends, regulatory changes, and industry best practices.

Required Qualifications & Experience

  • Minimum 3 years' experience in financial advisory or wealth planning.

  • Level 4 Diploma in Regulated Financial Planning - Required.

  • Chartered Financial Planner status (Level 6) - Preferred.

  • Demonstrated success in working with HNW clients.

  • Strong communication skills and a client-centric approach.

What We Offer

  • Pre-assigned portfolio of HNW clients.

  • Competitive salary with uncapped earning potential.

  • Full paraplanning, admin, and marketing support.

  • Career development through mentoring and ongoing training.

  • Hybrid working structure with flexibility and autonomy.

Benefits

  • 24 days annual leave (plus your birthday off), increasing with tenure.

  • NHS Medicash Health Plan.

  • Life Assurance & Income Protection.

  • Regular team socials and networking events.

  • Supportive, collaborative culture within an agile firm.

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