Financial Adviser / Wealth Manager – Boutique Firm, Big Opportunity

Shape Client Futures While Building Your Own

Are you an experienced Financial Adviser or Wealth Manager with a passion for building lasting client relationships and growing a scalable book? This boutique Wealth Management firm in the heart of the City is offering a rare chance to join an elite team with full infrastructure support and clear long-term rewards — including bonus, equity, and autonomy.

Up to £130,000 + 50% Bonus + Equity | Hybrid (City of London)

This isn’t just another advisory role. It’s a career-defining opportunity to step into a business that blends the personalised service of a boutique with the resources of a larger firm. You’ll advise high-net-worth individuals with complex needs — typically £500k–£10m+ AUM — with the support of an in-house investment team, paraplanners, marketing, and compliance professionals. Whether you bring an existing client book or want to build one from quality leads, you’ll have the platform to scale.

Compensation & Benefits

Base salary up to £130,000 (DOE)

• 50% bonus on new AUM — onboard £10m AUM and earn ~£36,550 bonus
• 10% discretionary bonus annually
• Equity potential – share options for long-term wealth creation
• Hybrid working – 2 days/week in modern City of London office
• Warm inbound leads and digital marketing support
• Top-quartile investment portfolios managed by in-house investment team
• Full paraplanning & compliance support – maximise your client-facing time

What You'll Be Doing

• Advise HNW clients on a broad spectrum of financial matters including investments, pensions, tax and estate planning
• Build strong, trust-based relationships and conduct regular reviews
• Develop new business through referrals, networking, and strategic partnerships
• Collaborate closely with paraplanners, analysts, and the investment team
• Operate in a consultative, client-first manner — no hard sales or product pushing

Ideal Candidate Profile

• Level 4 Diploma in Regulated Financial Planning (essential)
• £10m Aum of client relationships to port after covenant – desirable but not essential
• Solid experience in holistic financial advice and new client acquisition
• Confident in delivering advice to clients with complex needs
• Entrepreneurial and relationship-driven, but values infrastructure and support
• Thrives in a boutique, high-trust environment with a long-term mindset

Why Join This Firm?

This firm offers a unique combination of independence, professionalism, and growth potential. It’s a place where advisers are trusted, well-rewarded, and supported with the tools they need to thrive — including discretionary investment management, digital lead generation, and a genuinely collaborative culture.