Independent Financial Adviser - Route to Partnership - Central London/ Hybrid - OTE £100,000+

Inherited £35M AUM

Salary: Basic up to £75,000 + Bonus | OTE £100,000+ (year 1)

Are you a Chartered or near-Chartered Independent Financial Adviser ready to take the next major step in your career?

We’re working with a long-standing, award-winning Chartered Wealth Management firm in Central London that is offering a unique opportunity: the handover of a £35M+ AUM client book, with a clear route to equity partnership.

This is an outstanding chance to move away from business development and into a role focused entirely on relationship-building, client care, and delivering high-quality, holistic financial planning.

About the Firm
This is a well-respected, fully independent financial planning business that has grown organically over the past decade. The firm has no external shareholders or consolidation ambitions and is driven by a genuine commitment to ethical, long-term advice. Their success is built on trust, transparency, and an exceptional standard of service — with new business driven largely by referrals.

About the Role
You will take on a fully established portfolio of high-value clients from one of the firm's most senior and entrepreneurial Partners. After a successful initial transition, a second tranche of clients will follow. The firm provides full paraplanning and operational support, a collaborative culture, and flexibility to work remotely or in a hybrid model.

You’ll be working with clients on pensions, estate planning, investments, IHT and intergenerational strategies, delivering true lifestyle-focused financial advice. Over time, you’ll also be supported into a clear path toward partnership within the firm.

Key Responsibilities

• Take ownership of an existing client book totalling £35M+ AUM
• Deliver holistic financial advice aligned to clients’ long-term goals
• Build strong client relationships through trust, service and technical excellence
• Collaborate with an experienced Partner who will mentor and support your development
• Contribute to the firm’s ongoing growth with integrity and strategic insight

What You’ll Need to Succeed

• Chartered Financial Planner status or close to completion
• Minimum of 2-3 years’ experience as a Financial Adviser, Wealth Planner, or Independent Financial Adviser
• Strong technical knowledge across pensions, tax, investments and estate planning
• A relationship-driven mindset and a commitment to client-first advice
• The ability to attend client meetings in Central London when required

Why Apply?

• Fully inherited £35M+ AUM with no cold calling or new business targets
• Competitive salary up to £75,000 + discretionary bonus (OTE £100,000+ year one)
• Long-term earning potential of £140,000+ within three years
• Route to equity partnership within a respected and stable firm
• Flexible working: hybrid or remote, with full paraplanning support
• A collaborative, values-driven environment focused on high standards and professional growth

How to Apply
If you're an experienced Independent Financial Adviser seeking a long-term opportunity with real client impact and future partnership potential, we’d love to hear from you.

To apply in confidence, please email your CV to Ryan at Finanial Divisions