Financial Adviser - HNW Clients - London/ Hybrid - 75-90k

Are you an experienced Financial Adviser looking for a genuine opportunity to grow a high-quality client bank through warm introductions rather than cold prospecting?

We are working on behalf of a highly respected, long-established wealth management firm with a national presence, significant assets under management and a strong reputation for client service. Due to continued growth, they are seeking a Financial Adviser to join their expanding Financial Planning team.

Why This Opportunity Stands Out

This is not a role where you inherit a client bank, nor is it a role that relies heavily on self-generated business.

Instead, you will work alongside a well-established team of Investment Managers who maintain long-standing relationships with affluent and high-net-worth clients. Through collaborative working, joint meetings and ongoing client engagement, you will receive a steady flow of introductions to clients requiring financial planning advice.

This creates an excellent long-term opportunity to build a substantial and valuable client portfolio within a supportive and highly professional environment.

The Role

You will provide holistic financial planning advice across areas including:

• Retirement Planning
• Investments and Pensions
• Estate & Legacy Planning
• Trust Planning
• Gifting Strategies
• Whole of Life Protection
• Business Relief Solutions
• Inheritance Tax Planning

You will work closely with Investment Managers, attend client meetings, conduct annual reviews and help clients achieve their long-term financial objectives.

What We're Looking For

• Level 4 Diploma Qualified (minimum)
• Proven experience providing holistic financial planning advice
• Strong retirement planning expertise
• Experience advising HNW and affluent clients
• Knowledge of trusts, gifting, inheritance tax and estate planning strategies
• Strong relationship-building and communication skills
• Commercial mindset and ability to develop opportunities from referrals

What's on Offer?

• Competitive basic salary
• Discretionary annual bonus (historically 7-15%)
• Future ongoing remuneration linked to AUM generation
• 8% matched pension
• Private Healthcare
• Death in Service cover
• 25 days holiday plus Bank Holidays
• Hybrid and flexible working arrangements
• Excellent long-term career prospects

Location

Flexible hybrid working.

Interested?

For a confidential discussion, please contact: Laura Warburton