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- Tasks: Build relationships with high-net-worth clients and deliver personalised financial advice.
- Company: Join a boutique Wealth Management firm in London focused on quality and client success.
- Benefits: Enjoy a competitive salary, bonuses, equity options, and hybrid working flexibility.
- Why this job: This role offers growth potential, strong support, and a chance to make a real impact.
- Qualifications: Diploma Level 4 qualified with experience in financial advice and client acquisition.
- Other info: Interviews are happening now—don't miss your chance to elevate your career!
The predicted salary is between 78000 - 130000 £ per year.
Financial Adviser – Boutique Wealth Management Firm – Up to £130,000 + 50% Bonus | Hybrid (City of London)
Exciting Opportunity for Growth-Focused Financial Advisers
A boutique Wealth Management firm in London is looking to hire an experienced Financial Adviser who excels in developing new client relationships and advising high-net-worth individuals. This is an exceptional opportunity for an adviser who wants to build a scalable client book with full support across investment management, paraplanning, marketing, and lead generation.
What’s on Offer:
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Base salary up to £130,000 depending on experience
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50% bonus on new client assets under management (AUM), If you onboard £10 million AUM a year your bonus will be roughly £36,550)
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Yearly discretionary bonus, which is 10% of salary
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Equity potential – share options available for long-term wealth creation
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Hybrid working model – flexible with around 2 days/week in a central London office
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Warm inbound leads and proactive marketing support
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Top-quartile investment portfolios managed by a dedicated in-house investment team
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Full paraplanning and compliance support to keep your focus on clients
Key Responsibilities:
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Build and manage relationships with high-net-worth clients (typically £500,000–£10m AUM)
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Deliver personalised financial advice covering investment planning, tax, pensions, and estate planning
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Actively identify new business opportunities through networking, referrals, and strategic partnerships
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Conduct ongoing reviews to ensure financial strategies align with client goals
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Work alongside paraplanners, investment analysts, and business development teams
Ideal Candidate:
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Diploma Level 4 qualified
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Demonstrable experience in financial advice and client acquisition
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Transferable client base of £10m–£30m AUM (post-covenant) is desirable
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Strong understanding of UK financial planning, tax, and investment products
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Highly motivated, client-focused, and comfortable operating in a boutique environment
Why Join This Firm?
This is more than just a job—it\’s a long-term career opportunity with a respected City-based wealth management firm that blends independence with institutional-grade resources. The firm values quality over quantity and supports advisers with the infrastructure they need to succeed, including discretionary investment management, digital marketing, and operational support.
Apply Now
If you are an ambitious, growth-oriented Financial Adviser ready to take your career to the next level in a firm that rewards success, apply today. Interviews are taking place now.
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Financial Adviser employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, seminars, and workshops where you can meet potential clients and other financial professionals. Building relationships in person can significantly enhance your chances of being noticed by our hiring team.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with high-net-worth individuals. Share insightful content related to financial planning and investment strategies to position yourself as a thought leader in the field.
✨Tip Number 3
Prepare to discuss your transferable client base during interviews. Highlight specific examples of how you've successfully managed high-net-worth clients and the strategies you've employed to grow their assets under management.
✨Tip Number 4
Familiarise yourself with the latest trends in UK financial planning and investment products. Being well-informed will not only help you in interviews but also demonstrate your commitment to providing top-notch advice to potential clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, particularly with high-net-worth clients. Emphasise any relevant qualifications, such as your Diploma Level 4, and showcase your client acquisition successes.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for wealth management and your understanding of the boutique environment. Mention specific examples of how you've built client relationships and delivered personalised financial advice.
Highlight Relevant Experience: In your application, focus on your demonstrable experience in financial advice and client acquisition. If you have a transferable client base, make sure to mention it, as this is desirable for the role.
Showcase Your Motivation: Convey your motivation and client-focused approach in your application. Explain why you are interested in this particular firm and how you align with their values of quality over quantity in wealth management.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Client Relationship Skills
As a Financial Adviser, your ability to build and manage relationships with high-net-worth clients is crucial. Prepare examples of how you've successfully developed client relationships in the past, focusing on your approach to understanding their needs and delivering tailored financial advice.
✨Demonstrate Your Knowledge of Financial Products
Make sure you have a solid understanding of UK financial planning, tax, pensions, and investment products. Be ready to discuss specific products and strategies that could benefit potential clients, showcasing your expertise and confidence in the field.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to identify new business opportunities. Think about past experiences where you've successfully navigated challenges or seized opportunities, and be prepared to share these stories.
✨Highlight Your Motivation and Fit for a Boutique Environment
The firm values a client-focused approach in a boutique setting. Convey your motivation for working in such an environment and how your personal values align with the firm's mission. Discuss why you believe quality over quantity is essential in wealth management.
