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 oneOperate fully remotely with occasional optional in-person meetingsFocus on delivering high-quality advice rather than chasing leadsWork with clients who have clear planning needs and strong engagementBenefit from ongoing acquisitions that add new clients to the teamGrow earnings quickly as you progress through adviser levels

What You’ll Do

Deliver holistic financial planning to private clientsConduct client reviews primarily via Teams or phoneIdentify planning opportunities across pensions, investments, IHT and later-life planningWork closely with a dedicated paraplanning and client support teamDevelop long-term client relationships and drive positive advice outcomesIncrease 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 infrastructureQuarterly bonus with no validation thresholdsCar allowance5% employer pension contributionAnnual profit share25 days holiday plus Christmas shutdownLife cover and full benefits packageFull paraplanning, client-care and admin supportProfessional development including chartership support

Why This Role Stands Out

No requirement to build a client bank from scratchNo cold prospecting or lead chasingNo validation hurdles before bonus is earnedClear progression pathway with increasing bonus ratesA modern, acquisition-led model creating stable long-term earnings

Who This Suits

Diploma-qualified Financial Adviser (CAS preferred)2+ years’ experience in delivering financial adviceStrong communicator comfortable with virtual client meetingsAmbitious, client-focused and looking for long-term career progressionMotivated 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.